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WealthPlan Investment Management’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

WealthPlan Investment Management’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
2023
Q3 		– Sell
-779
Closed -$19.4K – 317
2023
Q2 		$19.4K Sell
779
-675
-46% -$16.3K 0.01% 242
2023
Q1 		$34.4K Sell
1,454
-12,119
-89% -$281K 0.01% 271
2022
Q4 		$319K Sell
13,573
-321
-2% -$7.33K 0.02% 304
2022
Q3 		$322K Buy
+13,894
New +$319K 0.02% 293
2022
Q1 		$635K Buy
+26,925
New +$653K 0.04% 223

Other funds holding SIXJ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

WealthPlan Investment Management's SIXJ Position: Q3 2023 in Review

WealthPlan Investment Management sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q3 2023, closing a stake of 779 shares — an estimated $19.4K sold.

WealthPlan Investment Management first reported a position in SIXJ in Q1 2022 and held it in 5 quarters. The position peaked at $635K in Q1 2022. 33 funds tracked by Wall St. Rank hold SIXJ as of Q3 2023.

  • WealthPlan Investment Management reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 779 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q3 2023, an estimated $19.4K.
  • WealthPlan Investment Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q1 2022 and held it in 5 quarters.
  • WealthPlan Investment Management's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $635K in Q1 2022.
  • 33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.