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Walser Wealth Management’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Walser Wealth Management’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
Q2 		$233K Hold
6,507
– – 0.1% 193
2026
Q1 		$220K Buy
+6,507
New +$226K 0.1% 169

Other funds holding SIXO

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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

Walser Wealth Management's SIXO Position: Q2 2026 in Review

Walser Wealth Management held its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) position steady in Q2 2026 at 6,507 shares worth $233K. The position accounts for 0.1% of the portfolio, ranked #193.

Walser Wealth Management first reported a position in SIXO in Q1 2026 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold SIXO as of Q2 2026.

  • Walser Wealth Management held 6,507 shares of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF worth $233K as of Q2 2026.
  • Walser Wealth Management left its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF made up 0.1% of Walser Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Walser Wealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q1 2026 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.