Wealth Alliance Advisory Group, LLC SIXH β€” EXCHANGE TRADED CONCEPTS TRU

Ownership history in Wealth Alliance Advisory Group, LLC  Β·  6 quarters on record

AI Ownership Summary

Wealth Alliance Advisory Group, LLC reported EXCHANGE TRADED CONCEPTS TRU (SIXH) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.27% in 2025 Q4. The latest visible filing shows SIXH at 0.10% 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 SIXH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealth Alliance Advisory Group, LLC's position in EXCHANGE TRADED CONCEPTS TRU, 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 Q2

SIXH was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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.

How Wealth Alliance Advisory Group, LLC held SIXH β€” position size vs. price
% of Fund (quarterly)    SIXH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 16,833 β€” 0% 0.10% $721K 2026-07-23 $43.56
2026 Q1 REDUCED 58.1% +2.8% ❌ 16,833 -23,343 -58.1% 0.11% $710K 2026-04-09 $42.65
2025 Q4 ADDED β€” β€” β€” 40,176 +23,343 +138.7% 0.27% $1.6M 2026-01-29 $40.28
2025 Q3 UNCHANGED β€” β€” β€” 16,833 β€” 0% 0.12% $651K 2025-10-14 $37.89
2025 Q2 UNCHANGED β€” β€” β€” 16,833 β€” 0% 0.12% $647K 2025-07-07 $37.90
2025 Q1 INITIATED β€” β€” β€” 16,833 β€” β€” 0.14% $661K 2025-04-10 $36.16

🏒 Other funds also holding SIXH

As of 2026 Q2 β€” sorted by position size

BOS Asset Management, LLC 3Y 0.07% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Wealth Alliance Advisory Group, LLC and SIXH

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

How long has Wealth Alliance Advisory Group, LLC reported owning SIXH?

Wealth Alliance Advisory Group, LLC reported SIXH across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported SIXH position in Wealth Alliance Advisory Group, LLC's portfolio?

The largest reported portfolio weight for SIXH was 0.27% in 2025 Q4.

What is the latest reported SIXH position on this page?

The most recent filing on this page is 2026 Q2, when Wealth Alliance Advisory Group, LLC reported 16,833 shares, equal to 0.10% of portfolio, with an estimated market value of $721K.

What does the chart on this SIXH ownership page compare?

The chart compares Wealth Alliance Advisory Group, LLC's quarterly SIXH 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.

How well did Wealth Alliance Advisory Group, LLC time their SIXH position?

Based on 13F filing dates vs. subsequent SIXH price moves, Wealth Alliance Advisory Group, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SIXH relative to SPY over the holding period was -12.4%.

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