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

Wealthquest’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
2026
Q2 		$312K Hold
8,563
– – 0.02% 134
2026
Q1 		$288K Hold
8,563
– – 0.02% 116
2025
Q4 		$294K Buy
+8,563
New +$289K 0.02% 112
2025
Q3 		– Sell
-8,563
Closed -$274K – 112
2025
Q2 		$274K Hold
8,563
– – 0.02% 110
2025
Q1 		$256K Hold
8,563
– – 0.02% 107
2024
Q4 		$260K Hold
8,563
– – 0.02% 108
2024
Q3 		$251K Buy
+8,563
New +$246K 0.02% 109

Other funds holding SIXJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Wealthquest's SIXJ Position: Q2 2026 in Review

Wealthquest held its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) position steady in Q2 2026 at 8,563 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #134.

Wealthquest first reported a position in SIXJ in Q3 2024 and has held it in 7 quarters since. 52 funds tracked by Wall St. Rank hold SIXJ as of Q2 2026.

  • Wealthquest held 8,563 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF worth $312K as of Q2 2026.
  • Wealthquest left its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF made up 0.02% of Wealthquest's portfolio in Q2 2026, its #134 holding.
  • Wealthquest first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q3 2024 and has held it in 7 quarters since.
  • 52 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.