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USA FINANCIAL FORMULAS’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

USA FINANCIAL FORMULAS’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
2026
Q2 		$4.49M Buy
+125,255
New +$4.42M 0.82% 14

Other funds holding SIXO

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

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

USA FINANCIAL FORMULAS opened a new position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) in Q2 2026: 125,255 shares worth $4.49M. The stake represents 0.82% of the portfolio and ranks #14 among its holdings.

25 funds tracked by Wall St. Rank hold SIXO as of Q2 2026.

  • USA FINANCIAL FORMULAS held 125,255 shares of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF worth $4.49M as of Q2 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF made up 0.82% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #14 holding.
  • 25 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q2 2026.

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