WealthPLAN Partners’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

WealthPLAN Partners’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 Q4	–	Sell	-10,465	Closed	-$257K	–	341
2023 Q3	$257K	Buy	10,465 +5,439	+108%	+$136K	0.03%	275
2023 Q2	$125K	Sell	5,026 -7,156	-59%	-$173K	0.02%	359
2023 Q1	$289K	Sell	12,182 -1,391	-10%	-$32.3K	0.03%	257
2022 Q4	$320K	Buy	+13,573	New	+$310K	0.02%	304
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 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

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

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 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

WealthPLAN Partners's SIXJ Position: Q4 2023 in Review

WealthPLAN Partners sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q4 2023, closing a stake of 10,465 shares — an estimated $257K sold.

WealthPLAN Partners first reported a position in SIXJ in Q1 2022 and held it in 5 quarters. The position peaked at $635K in Q1 2022. 44 funds tracked by Wall St. Rank hold SIXJ as of Q4 2023.

WealthPLAN Partners reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q4 2023 after selling out during the quarter.
WealthPLAN Partners sold 10,465 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q4 2023, an estimated $257K.
WealthPLAN Partners 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 Partners's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $635K in Q1 2022.
44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q4 2023.

Based on WealthPLAN Partners's 13F filing for Q4 2023, filed 5 Jan 2024.