BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s ETC 6 Meridian Mega Cap Equity ETF SIXA Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio SIXA Stock Details SIXA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-551	Closed	-$28.7K	–	2539
2026 Q1	$28.7K	Buy	551 +4	+0.7%	+$209	﹤0.01%	1174
2025 Q4	$27.3K	Buy	547 +3	+0.6%	+$148	﹤0.01%	1211
2025 Q3	$27K	Buy	544 +2	+0.4%	+$99	﹤0.01%	1144
2025 Q2	$26.3K	Buy	+542	New	+$25.2K	﹤0.01%	1126

Other funds holding SIXA

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s SIXA Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of ETC 6 Meridian Mega Cap Equity ETF (SIXA) in Q2 2026, closing a stake of 551 shares — an estimated $28.7K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in SIXA in Q2 2025 and held it in 4 quarters. The position peaked at $28.7K in Q1 2026. 19 funds tracked by Wall St. Rank hold SIXA as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining ETC 6 Meridian Mega Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 551 ETC 6 Meridian Mega Cap Equity ETF shares in Q2 2026, an estimated $28.7K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in ETC 6 Meridian Mega Cap Equity ETF in Q2 2025 and held it in 4 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s ETC 6 Meridian Mega Cap Equity ETF position peaked at $28.7K in Q1 2026.
19 funds tracked by Wall St. Rank held ETC 6 Meridian Mega Cap Equity ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.