AE Wealth Management’s AllianzIM U.S. Large Cap Buffer20 Mar ETF MARW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Sell |
3,885
-283
| -7% | -$9.21K | ﹤0.01% | 1423 |
|
|
2025
Q1 | $129K | Sell |
4,168
-373
| -8% | -$11.6K | ﹤0.01% | 1381 |
|
|
2024
Q4 | $141K | Sell |
4,541
-22,444
| -83% | -$697K | ﹤0.01% | 1353 |
|
|
2024
Q3 | $821K | Sell |
26,985
-659,141
| -96% | -$20.1M | 0.01% | 748 |
|
|
2024
Q2 | $20.2M | Sell |
686,126
-597,620
| -47% | -$17.6M | 0.2% | 121 |
|
|
2024
Q1 | $36.9M | Buy |
+1,283,746
| New | +$36.9M | 0.42% | 56 |
|