UBS Group

UBS Group’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

UBS Group’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 Q1	$36.7K	Buy	1,087 +757	+229%	+$26.3K	﹤0.01%	7561
2025 Q4	$11.5K	Sell	330 -8,325	-96%	-$285K	﹤0.01%	8162
2025 Q3	$293K	Buy	8,655 +5,255	+155%	+$176K	﹤0.01%	6448
2025 Q2	$113K	Buy	3,400 +743	+28%	+$23.7K	﹤0.01%	7135
2025 Q1	$83.9K	Buy	+2,657	New	+$86.4K	﹤0.01%	7181
2024 Q4	–	Sell	-34	Closed	-$1.08K	–	10348
2024 Q3	$1.08K	Sell	34 -353	-91%	-$10.9K	﹤0.01%	8724
2024 Q2	$11.8K	Buy	+387	New	+$11.5K	﹤0.01%	7622
2023 Q3	–	Sell	-1,955	Closed	-$54K	–	9917
2023 Q2	$54K	Buy	+1,955	New	+$52.2K	﹤0.01%	6429
2022 Q1	–	Sell	-399	Closed	-$10K	–	10836
2021 Q4	$10K	Buy	+399	New	+$10.2K	﹤0.01%	8798

Other funds holding SIXO

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

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

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return