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SMART Wealth’s AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF SIXP Stock Holding History

SMART Wealth’s Portfolio SIXP Stock Details SIXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,874
Closed -$377K – 187
2025
Q2 		$377K Buy
+12,874
New +$359K 0.12% 122
2024
Q4 		– Sell
-13,601
Closed -$370K – 170
2024
Q3 		$370K Buy
+13,601
New +$362K 0.15% 102

Other funds holding SIXP

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SMART Wealth's SIXP Position: Q3 2025 in Review

SMART Wealth sold out of AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) in Q3 2025, closing a stake of 12,874 shares — an estimated $377K sold.

SMART Wealth first reported a position in SIXP in Q3 2024 and held it in 2 quarters. The position peaked at $377K in Q2 2025. 42 funds tracked by Wall St. Rank hold SIXP as of Q3 2025.

  • SMART Wealth reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position as of Q3 2025 after selling out during the quarter.
  • SMART Wealth sold 12,874 AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF shares in Q3 2025, an estimated $377K.
  • SMART Wealth first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF in Q3 2024 and held it in 2 quarters.
  • SMART Wealth's AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position peaked at $377K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF as of Q3 2025.

Based on SMART Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.