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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
Q1 		$3.83M Sell
113,956
-7,117
-6% -$244K 0.72% 10
2025
Q4 		$4.15M Sell
121,073
-23,196
-16% -$782K 0.76% 9
2025
Q3 		$4.81M Sell
144,269
-30,225
-17% -$987K 0.85% 10
2025
Q2 		$5.59M Buy
174,494
+174,413
+215,325% +$5.29M 0.95% 11
2025
Q1 		$2.42K Buy
+81
New +$2.48K ﹤0.01% 248

Other funds holding SIXJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

USA Financial Formulas's SIXJ Position: Q1 2026 in Review

USA Financial Formulas reduced its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) stake by 5.9% in Q1 2026, selling an estimated $244K and leaving 113,956 shares worth $3.83M. The position accounts for 0.72% of the portfolio, ranked #10.

USA Financial Formulas first reported a position in SIXJ in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.59M in Q2 2025. 53 funds tracked by Wall St. Rank hold SIXJ as of Q1 2026.

  • USA Financial Formulas held 113,956 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF worth $3.83M as of Q1 2026.
  • USA Financial Formulas sold 7,117 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q1 2026, an estimated $244K.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF made up 0.72% of USA Financial Formulas's portfolio in Q1 2026, its #10 holding.
  • USA Financial Formulas first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q1 2025 and has held it in 5 quarters since.
  • USA Financial Formulas's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $5.59M in Q2 2025.
  • 53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.