Number of Shares
306,184.00
Current Holdings Value*
$9.67 Mil
% of Portfolio
2.8%
Total Estimate Gain
$315,305.28
% of Total Estimate Gain
3.19%

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

As of 2025-03-31, B.O.S.S. Retirement Advisors, LLC held 306,184.00 shares of AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF(SIXO), totaling $9.67 Mil. This investment constitutes 2.8% of their stock portfolio, and B.O.S.S. Retirement Advisors, LLC now holds 4.1% of the outstanding AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF(SIXO) stock.

The initial trade took place in 2024Q4. And since then B.O.S.S. Retirement Advisors, LLC has made 2 purchases of SIXO, at an average price of $32.28, for a total of 306,184.00 shares. Based on historical transaction data and SIXO's current price of $33.31, B.O.S.S. Retirement Advisors, LLC's estimated gain on his SIXO holdings is $315,305.28, reflecting a 3.19% gain to date.

B.O.S.S. Retirement Advisors, LLC SIXO ($33.31) Holding Chart

B.O.S.S. Retirement Advisors, LLC SIXO ($33.31) 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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