WealthPLAN Partners’s AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

WealthPLAN Partners’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
2024 Q4	$2.9M	Buy
2023 Q4	–	Sell
2023 Q3	$1.18M	Buy
2023 Q2	$410K	Sell
2023 Q1	$1.18M	Sell
2022 Q4	$3.23M	Buy
2022 Q1	$3.53M	Buy