Access Financial Services’s AllianzIM US Large Cap Buffer20 Jul ETF JULW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,813	Closed	-$484K	–	109
2024 Q4	$484K	Sell	13,813 -3,830	-22%	-$134K	0.22%	75
2024 Q3	$609K	Buy	+17,643	New	+$609K	0.28%	66