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

WealthPlan Investment 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
2025 Q1	–	Sell	-155,635	Closed	-$5.04M	–	280
2024 Q4	$5.04M	Buy	+155,635	New	+$5.02M	0.5%	67
2024 Q1	–	Sell	-47,081	Closed	-$1.36M	–	200
2023 Q4	$1.36M	Sell	47,081 -38,063	-45%	-$1.06M	0.22%	85
2023 Q3	$2.32M	Buy	85,144 +11,671	+16%	+$324K	0.41%	66
2023 Q2	$2.03M	Sell	73,473 -16,360	-18%	-$437K	0.61%	58
2023 Q1	$2.36M	Sell	89,833 -35,988	-29%	-$913K	0.41%	64
2022 Q4	$3.22M	Buy	125,821 +1,165	+0.9%	+$28.3K	0.23%	92
2022 Q3	$3.08M	Buy	+124,656	New	+$3.12M	0.22%	88
2022 Q1	$3.53M	Buy	+141,724	New	+$3.64M	0.25%	89

Other funds holding SIXO

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

HBS

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

WealthPlan Investment Management's SIXO Position: Q1 2025 in Review

WealthPlan Investment Management sold out of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) in Q1 2025, closing a stake of 155,635 shares — an estimated $5.04M sold.

WealthPlan Investment Management first reported a position in SIXO in Q1 2022 and held it in 8 quarters. The position peaked at $5.04M in Q4 2024. 62 funds tracked by Wall St. Rank hold SIXO as of Q1 2025.

WealthPlan Investment Management reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position as of Q1 2025 after selling out during the quarter.
WealthPlan Investment Management sold 155,635 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q1 2025, an estimated $5.04M.
WealthPlan Investment Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q1 2022 and held it in 8 quarters.
WealthPlan Investment Management's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $5.04M in Q4 2024.
62 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q1 2025.

Based on WealthPlan Investment Management's 13F filing for Q1 2025, filed 12 May 2025.