World Equity Group
SIXD icon

World Equity Group’s AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF SIXD Stock Holding History

World Equity Group’s Portfolio SIXD Stock Details SIXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$206K Sell
6,566
-13,950
-68% -$436K 0.09% 243
2026
Q2 		$633K Buy
20,516
+6,512
+47% +$197K 0.14% 168
2026
Q1 		$396K Buy
14,004
+4,565
+48% +$132K 0.1% 234
2025
Q4 		$273K Buy
+9,439
New +$270K 0.08% 280

Other funds holding SIXD

IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return
Centennial Advisors
Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return
Comprehensive Financial Consultants Institutional
Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Decker Retirement Planning
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

World Equity Group's SIXD Position: Q3 2026 in Review

World Equity Group reduced its AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) stake by 68% in Q3 2026, selling an estimated $436K and leaving 6,566 shares worth $206K. The position accounts for 0.09% of the portfolio, ranked #243.

World Equity Group first reported a position in SIXD in Q4 2025 and has held it in 4 quarters since. The position peaked at $633K in Q2 2026. 12 funds tracked by Wall St. Rank hold SIXD as of Q3 2026.

  • World Equity Group held 6,566 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF worth $206K as of Q3 2026.
  • World Equity Group sold 13,950 AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF shares in Q3 2026, an estimated $436K.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF made up 0.09% of World Equity Group's portfolio in Q3 2026, its #243 holding.
  • World Equity Group first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF in Q4 2025 and has held it in 4 quarters since.
  • World Equity Group's AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF position peaked at $633K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.