Walser Wealth Management
SIXO icon

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
Q3 		$238K Hold
6,507
– – 0.1% 199
2026
Q2 		$233K Hold
6,507
– – 0.1% 193
2026
Q1 		$220K Buy
+6,507
New +$226K 0.1% 169

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Hofer & Associates
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Red Crane Wealth Management
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Walser Wealth Management's SIXO Position: Q3 2026 in Review

Walser Wealth Management held its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) position steady in Q3 2026 at 6,507 shares worth $238K. The position accounts for 0.1% of the portfolio, ranked #199.

Walser Wealth Management first reported a position in SIXO in Q1 2026 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold SIXO as of Q3 2026.

  • Walser Wealth Management held 6,507 shares of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF worth $238K as of Q3 2026.
  • Walser Wealth Management left its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF share count unchanged in Q3 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF made up 0.1% of Walser Wealth Management's portfolio in Q3 2026, its #199 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 3 quarters since.
  • 17 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q3 2026.

Based on Walser Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.