AE Wealth Management’s AllianzIM US Large Cap Buffer20 Jul ETF JULW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
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|
2025
Q1 | $216K | Sell |
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|
2024
Q4 | $264K | Sell |
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|
2024
Q3 | $46.1M | Buy |
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|
2024
Q2 | $43M | Buy |
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|
2024
Q1 | $508K | Sell |
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|
2023
Q4 | $59.2M | Buy |
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|
2023
Q3 | $48.5M | Buy |
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|
2023
Q2 | $45.3M | Buy |
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|
2023
Q1 | $28.5M | Buy |
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|
2022
Q4 | $26M | Sell |
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|
2022
Q3 | $29.6M | Buy |
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