Stuart Chaussee & Associates’s AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF SIXP Stock Holding History

Stuart Chaussee & Associates’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 Q4	–	Sell	-1,875,210	Closed	-$57.8M	–	169
2025 Q3	$57.8M	Buy	+1,875,210	New	+$56.3M	12.6%	3
2024 Q3	–	Sell	-75	Closed	-$1.97K	–	172
2024 Q2	$1.97K	Buy	+75	New	+$1.92K	﹤0.01%	164

Other funds holding SIXP

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Stuart Chaussee & Associates's SIXP Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) in Q4 2025, closing a stake of 1,875,210 shares — an estimated $57.8M sold.

Stuart Chaussee & Associates first reported a position in SIXP in Q2 2024 and held it in 2 quarters. The position peaked at $57.8M in Q3 2025. 29 funds tracked by Wall St. Rank hold SIXP as of Q4 2025.

Stuart Chaussee & Associates reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 1,875,210 AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF shares in Q4 2025, an estimated $57.8M.
Stuart Chaussee & Associates first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF in Q2 2024 and held it in 2 quarters.
Stuart Chaussee & Associates's AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position peaked at $57.8M in Q3 2025.
29 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.