BFCFSI
SIXF icon

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF SIXF Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio SIXF Stock Details SIXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$93.1K Hold
2,734
– – 0.01% 752
2026
Q1 		$85.9K Buy
2,734
+1,051
+62% +$33.7K 0.01% 797
2025
Q4 		$53.7K Buy
+1,683
New +$52.9K 0.01% 977
2025
Q2 		– Sell
-1,187
Closed -$33.1K – 2471
2025
Q1 		$33.1K Buy
+1,187
New +$33.8K 0.01% 1074
2024
Q4 		– Sell
-1,475
Closed -$40.7K – 2261
2024
Q3 		$40.7K Buy
+1,475
New +$39.7K 0.01% 1020

Other funds holding SIXF

Allianz
Allianz Munich, Germany $9.49B AUM 23.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Comprehensive Financial Consultants Institutional
Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held its AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF (SIXF) position steady in Q2 2026 at 2,734 shares worth $93.1K. The position accounts for 0.01% of the portfolio, ranked #752.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in SIXF in Q3 2024 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold SIXF as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 2,734 shares of AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF worth $93.1K as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. left its AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF made up 0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #752 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF in Q3 2024 and has held it in 5 quarters since.
  • 28 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF as of Q2 2026.

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