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Vistica Wealth Advisors’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Vistica Wealth Advisors’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 		$274K Hold
7,500
– – 0.24% 43
2026
Q1 		$252K Hold
7,500
– – 0.25% 43
2025
Q4 		$257K Buy
+7,500
New +$253K 0.26% 40

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
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Vistica Wealth Advisors's SIXJ Position: Q2 2026 in Review

Vistica Wealth Advisors held its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) position steady in Q2 2026 at 7,500 shares worth $274K. The position accounts for 0.24% of the portfolio, ranked #43.

Vistica Wealth Advisors first reported a position in SIXJ in Q4 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold SIXJ as of Q2 2026.

  • Vistica Wealth Advisors held 7,500 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF worth $274K as of Q2 2026.
  • Vistica Wealth Advisors left its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF made up 0.24% of Vistica Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Vistica Wealth Advisors first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q4 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q2 2026.

Based on Vistica Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.