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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
+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

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

USA Financial Formulas's SIXJ Position: Q2 2026 in Review

USA Financial Formulas increased its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) stake by 12% in Q2 2026, buying an estimated $500K and bringing the position to 127,960 shares worth $4.67M. The position accounts for 0.85% of the portfolio, ranked #13.

USA Financial Formulas first reported a position in SIXJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.59M in Q2 2025. 52 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.
  • USA Financial Formulas bought 14,004 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q2 2026, an estimated $500K.
  • 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.
  • 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 6 quarters since.
  • USA Financial Formulas's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $5.59M in Q2 2025.
  • 52 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.