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USA FINANCIAL FORMULAS’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

USA FINANCIAL FORMULAS’s Portfolio SIXJ Stock Details SIXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.67M Buy
+127,960
New +$4.56M 0.85% 13

Other funds holding SIXJ

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $266M AUM 25.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

USA FINANCIAL FORMULAS's SIXJ Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q2 2026: 127,960 shares worth $4.67M. The stake represents 0.85% of the portfolio and ranks #13 among its holdings.

29 funds tracked by Wall St. Rank hold SIXJ as of Q2 2026.

  • USA FINANCIAL FORMULAS held 127,960 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF worth $4.67M as of Q2 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF made up 0.85% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #13 holding.
  • 29 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.