Skip to content
Disclosery

SIXO AIM ETF PRODUCTS TRUST

Follow

ALLIANZIM US EQT (fund)

62 managers (63 13F filers) reported a position in SIXO shares at 2024-12-31, 5,778,451 shares in all. 17 filers opened a position and 3 filers sold out during the quarter.

Managers
62
13F filers
63
New
17
Added
21
Reduced
10
Sold out
3
Shares held by filers
5,778,451

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AE Wealth Management LLC1,675,648$54.3M0.46%+1,470,51513F-HRTimeline
Lloyd Advisory Services, LLC.482,110$15.6M7.4%+359,84213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC472,538$15.3M0.02%+24,53513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC305,892$9.91M2.77%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC301,001$9.75M<0.01%13F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC212,670$6.89M<0.01%+178,04013F-HRTimelineGroup
Atria Wealth Solutions, Inc.183,423$5.94M0.07%+27,11613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.168,124$5.45M0.01%+42,77013F-HR/ATimelineGroup
RFG Advisory, LLC158,776$5.14M0.15%new13F-HRTimeline
WealthPlan Investment Management, LLC155,635$5.04M0.5%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC144,071$4.67M1.73%+125,41713F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC133,684$4.33M1.15%-2,42413F-HRTimeline
Cetera Investment Advisers130,787$4.24M0.01%+1,96813F-HRTimeline
Janney Montgomery Scott LLC109,786$3.56M0.01%+5,59013F-HRTimeline
Essential Planning, LLC.100,752$3.24M0.02%new13F-HRTimeline
RIA Advisory Group LLC97,053$3.14M1.07%-36,27413F-HRTimeline
Authentikos Wealth Advisory, LLC90,887$2.94M2.91%+82,36713F-HRTimeline
WealthPLAN Partners, LLC89,573$2.9M0.41%new13F-HRTimeline
Great Lakes Retirement, Inc.79,396$2.57M0.33%+68,32213F-HRTimeline
Strategic Blueprint, LLC70,901$2.3M0.14%+3,95813F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC69,624$2.26M2.14%13F-HRTimeline
TOWNSQUARE CAPITAL LLC50,612$1.64M0.02%+2,91813F-HRTimeline
Cambridge Investment Research Advisors,…46,160$1.5M<0.01%+8,61913F-HRTimeline
OLD MISSION CAPITAL LLC42,813$1.39M0.03%new13F-HRTimeline
LifeWealth Investments, LLC36,459$1.18M0.78%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV30,857$1000K0.07%-2,46313F-HRTimeline
SMART Wealth LLC30,050$974K0.35%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding28,035$908K+1,233Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,741$672K<0.01%new13F-HRTimelineGroup
Kingdom Financial Group LLC.19,355$627K0.43%new13F-HRTimeline
Elevated Capital Advisors, LLC18,690$606K0.16%+3,91313F-HRTimeline
Wellment Financial18,496$599K0.75%13F-HRTimeline
Mid-American Wealth Advisory Group, Inc.16,113$522K0.31%new13F-HRTimeline
Ausdal Financial Partners, Inc.15,550$504K0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.15,427$500K0.01%+7,12013F-HRTimeline
Lord & Richards Wealth Management, LLC14,771$479K1.01%13F-HRTimeline
IFP Advisors, Inc14,745$478K0.02%+96613F-HRTimeline
LPL Financial LLC14,507$470K<0.01%+9913F-HRTimeline
Arkadios Wealth Advisors13,120$425K0.02%new13F-HRTimeline
HRT FINANCIAL LP10,856$351K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC10,673$346K0.64%-36,95813F-HRTimeline
Csenge Advisory Group10,030$325K0.02%-18,25113F-HRTimeline
Main Street Financial Solutions, LLC8,784$285K0.03%-86613F-HRTimeline
AlphaStar Capital Management, LLC8,486$275K0.03%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,050$228K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,799$220K<0.01%new13F-HRTimelineGroup
Accurate Wealth Management, LLC6,605$213K0.04%new13F-HRTimeline
Capital A Wealth Management, LLC5,740$186K0.31%13F-HRTimeline
Transce3nd, LLC5,710$185K0.06%13F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE5,000$162K0.01%-43,38713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,893$93.7K0.01%-33713F-HRTimeline
Sugar Maple Asset Management, LLC2,207$71.5K0.05%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,000$64.8K<0.01%-7,08913F-HRTimelineGroup
Pineridge Advisors LLC1,515$49.1K0.02%+1,30813F-HRTimeline
Quest 10 Wealth Builders, Inc.1,488$48.2K0.05%13F-HRTimeline
Park Square Financial Group, LLC1,444$46.8K0.03%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,200$38.9K0.01%013F-HRTimeline
Decker Retirement Planning Inc.818$26.5K0.02%13F-HRTimeline
Richard W. Paul & Associates, LLC299$9.69K<0.01%+27413F-HRTimeline
DHJJ Financial Advisors, Ltd.16$519<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC6$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.