SW
SIXZ

SMART Wealth’s AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF SIXZ Stock Holding History

SMART Wealth’s Portfolio SIXZ Stock Details SIXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.14M Sell
39,334
-4,879
-11% -$144K 0.33% 90
2025
Q4 		$1.31M Buy
+44,213
New +$1.3M 0.4% 77

Other funds holding SIXZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

SMART Wealth's SIXZ Position: Q1 2026 in Review

SMART Wealth reduced its AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF (SIXZ) stake by 11% in Q1 2026, selling an estimated $144K and leaving 39,334 shares worth $1.14M. The position accounts for 0.33% of the portfolio, ranked #90.

SMART Wealth first reported a position in SIXZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.31M in Q4 2025. 31 funds tracked by Wall St. Rank hold SIXZ as of Q1 2026.

  • SMART Wealth held 39,334 shares of AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF worth $1.14M as of Q1 2026.
  • SMART Wealth sold 4,879 AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF shares in Q1 2026, an estimated $144K.
  • AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF made up 0.33% of SMART Wealth's portfolio in Q1 2026, its #90 holding.
  • SMART Wealth first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF in Q4 2025 and has held it in 2 quarters since.
  • SMART Wealth's AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF position peaked at $1.31M in Q4 2025.
  • 31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.