SIXO β€” ALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 APR/OCT ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  7 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported ALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 APR/OCT ETF (SIXO) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows SIXO at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SIXO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in ALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 APR/OCT ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SIXO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SIXO stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held SIXO β€” position size vs. price
% of Fund (quarterly)    SIXO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 3,949 +832 +26.7% 0.01% $133K 2026-04-13 $34.73
2025 Q4 ADDED 3,117 +175 +5.9% 0.01% $108K 2026-02-06 $35.04
2025 Q3 ADDED 2,942 +27 +0.9% 0.01% $100K 2025-11-14 (Est.) $34.13
2025 Q2 ADDED 2,915 +11 +0.4% 0.01% $97K 2025-08-04 $33.42
2025 Q1 ADDED 2,904 +11 +0.4% 0.01% $92K 2025-04-23 $30.88
2024 Q4 REDUCED 2,893 -337 -10.4% 0.01% $94K 2025-02-10 $33.06
2024 Q3 INITIATED 3,230 β€” β€” 0.01% $103K 2024-10-28 $31.98

🏒 Other funds also holding SIXO

As of 2026 Q1 β€” sorted by position size

USA FINANCIAL FORMULAS 3Y 7Y 0.7% Secure Asset Management, LLC 3Y 0.06% First Heartland Consultants, Inc. 3Y 7Y 0.02% IFP Advisors, Inc 3Y 7Y 0.01% CoreCap Advisors, LLC 3Y 0.0% DHJJ Financial Advisors, Ltd. 3Y 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and SIXO

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning SIXO?

CREATIVE FINANCIAL DESIGNS INC /ADV reported SIXO across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SIXO position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for SIXO was 0.01% in 2024 Q3.

What is the latest reported SIXO position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 3,949 shares, equal to 0.01% of portfolio, with an estimated market value of $133K.

What does the chart on this SIXO ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly SIXO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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