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
Q2 		– Sell
-39,334
Closed -$1.14M – 258
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

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 $6.04B AUM 22.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SMART Wealth's SIXZ Position: Q2 2026 in Review

SMART Wealth sold out of AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF (SIXZ) in Q2 2026, closing a stake of 39,334 shares — an estimated $1.14M sold.

SMART Wealth first reported a position in SIXZ in Q4 2025 and held it in 2 quarters. The position peaked at $1.31M in Q4 2025. 28 funds tracked by Wall St. Rank hold SIXZ as of Q2 2026.

  • SMART Wealth reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF position as of Q2 2026 after selling out during the quarter.
  • SMART Wealth sold 39,334 AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF shares in Q2 2026, an estimated $1.14M.
  • SMART Wealth first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF in Q4 2025 and held it in 2 quarters.
  • SMART Wealth's AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF position peaked at $1.31M in Q4 2025.
  • 28 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.