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Stuart Chaussee & Associates’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Stuart Chaussee & Associates’s Portfolio SIXO Stock Details SIXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100
Closed -$3.05K – 171
2024
Q2 		$3.05K Buy
+100
New +$2.97K ﹤0.01% 160

Other funds holding SIXO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $421M AUM 30.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Stuart Chaussee & Associates's SIXO Position: Q3 2024 in Review

Stuart Chaussee & Associates sold out of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) in Q3 2024, closing a stake of 100 shares — an estimated $3.05K sold.

Stuart Chaussee & Associates first reported a position in SIXO in Q2 2024 and held it in 1 quarter. The position peaked at $3.05K in Q2 2024. 39 funds tracked by Wall St. Rank hold SIXO as of Q3 2024.

  • Stuart Chaussee & Associates reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position as of Q3 2024 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 100 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q3 2024, an estimated $3.05K.
  • Stuart Chaussee & Associates first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q2 2024 and held it in 1 quarter.
  • Stuart Chaussee & Associates's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $3.05K in Q2 2024.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q3 2024.

Based on Stuart Chaussee & Associates's 13F filing for Q3 2024, filed 14 Nov 2024.