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Strategic Financial Concepts’s AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF SIXP Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-10,397
Closed -$395 – 764
2024
Q2 		$395 Buy
+10,397
New +$266K ﹤0.01% 664

Other funds holding SIXP

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Strategic Financial Concepts's SIXP Position: Q3 2024 in Review

Strategic Financial Concepts sold out of AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) in Q3 2024, closing a stake of 10,397 shares — an estimated $395 sold.

Strategic Financial Concepts first reported a position in SIXP in Q2 2024 and held it in 1 quarter. The position peaked at $395 in Q2 2024. 24 funds tracked by Wall St. Rank hold SIXP as of Q3 2024.

  • Strategic Financial Concepts reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 10,397 AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF shares in Q3 2024, an estimated $395.
  • Strategic Financial Concepts first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position peaked at $395 in Q2 2024.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.