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 Q3	$5.15M	Buy	138,135 +10,175	+8%	+$376K	1%	6
2026 Q2	$4.67M	Buy	127,960 +14,004	+12%	+$500K	0.85%	13
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

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

USA Financial Formulas's SIXJ Position: Q3 2026 in Review

USA Financial Formulas increased its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) stake by 8% in Q3 2026, buying an estimated $376K and bringing the position to 138,135 shares worth $5.15M. The position accounts for 1% of the portfolio, ranked #6.

USA Financial Formulas first reported a position in SIXJ in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.59M in Q2 2025. 11 funds tracked by Wall St. Rank hold SIXJ as of Q3 2026.

USA Financial Formulas held 138,135 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF worth $5.15M as of Q3 2026.
USA Financial Formulas bought 10,175 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q3 2026, an estimated $376K.
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF made up 1% of USA Financial Formulas's portfolio in Q3 2026, its #6 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 7 quarters since.
USA Financial Formulas's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $5.59M in Q2 2025.
11 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.