Number of Shares
51,204.00
Current Holdings Value*
$1.53 Mil
% of Portfolio
0.44%
Total Estimate Gain
$435,075.70
% of Total Estimate Gain
10.37%

B.O.S.S. Retirement Advisors, LLC's AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF Holding Summary

As of 2025-03-31, B.O.S.S. Retirement Advisors, LLC held 51,204.00 shares of AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF(SIXJ), totaling $1.53 Mil. This investment constitutes 0.44% of their stock portfolio, and B.O.S.S. Retirement Advisors, LLC now holds 1.08% of the outstanding AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF(SIXJ) stock.

The initial trade took place in 2023Q1. And since then B.O.S.S. Retirement Advisors, LLC has made 5 purchases of SIXJ, at an average price of $26.18, for a total of 160,274.00 shares. In addition, there have been 3 sales at an average price of $27.32 for 109,070.00 shares. Based on historical transaction data and SIXJ's current price of $32.25, B.O.S.S. Retirement Advisors, LLC's estimated gain on his SIXJ holdings is $435,075.70, reflecting a 10.37% gain to date.

B.O.S.S. Retirement Advisors, LLC SIXJ ($32.25) Holding Chart

B.O.S.S. Retirement Advisors, LLC SIXJ ($32.25) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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