Advisornet Financial’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
Q2 | $128K | Hold |
3,453
| – | – | 0.01% | 689 |
|
|
2025
Q1 | $119K | Hold |
3,453
| – | – | 0.01% | 675 |
|
|
2024
Q4 | $121K | Hold |
3,453
| – | – | 0.01% | 628 |
|
|
2024
Q3 | $119K | Hold |
3,453
| – | – | 0.01% | 651 |
|
|
2024
Q2 | $115K | Hold |
3,453
| – | – | 0.01% | 600 |
|
|
2024
Q1 | $113K | Sell |
3,453
-1,000
| -22% | -$32.6K | 0.01% | 605 |
|
|
2023
Q4 | $139K | Hold |
4,453
| – | – | 0.01% | 544 |
|
|
2023
Q3 | $131K | Buy |
4,453
+2,900
| +187% | +$85.2K | 0.01% | 539 |
|
|
2023
Q2 | $46.3K | Buy |
1,553
+300
| +24% | +$8.94K | ﹤0.01% | 835 |
|
|
2023
Q1 | $35.2K | Buy |
1,253
+253
| +25% | +$7.12K | ﹤0.01% | 891 |
|
|
2022
Q4 | $26.9K | Hold |
1,000
| – | – | ﹤0.01% | 965 |
|
|
2022
Q3 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 1015 |
|
|
2022
Q2 | $26K | Buy |
+1,000
| New | +$26K | ﹤0.01% | 1036 |
|