AE Wealth Management’s AllianzIM U.S. Large Cap Buffer10 Mar ETF MART Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Sell |
4,609
-1,049
| -19% | -$37.7K | ﹤0.01% | 1358 |
|
|
2025
Q1 | $189K | Sell |
5,658
-1,134
| -17% | -$38K | ﹤0.01% | 1293 |
|
|
2024
Q4 | $229K | Sell |
6,792
-6,106
| -47% | -$206K | ﹤0.01% | 1222 |
|
|
2024
Q3 | $424K | Sell |
12,898
-1,845,169
| -99% | -$60.7M | ﹤0.01% | 933 |
|
|
2024
Q2 | $58.7M | Buy |
1,858,067
+192,404
| +12% | +$6.08M | 0.59% | 33 |
|
|
2024
Q1 | $50.9M | Buy |
+1,665,663
| New | +$50.9M | 0.57% | 34 |
|