Atria Wealth Solutions’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 | $2.15M | Sell |
57,863
-19,388
| -25% | -$721K | 0.05% | 400 |
|
|
2025
Q1 | $2.66M | Sell |
77,251
-19,278
| -20% | -$664K | 0.03% | 528 |
|
|
2024
Q4 | $3.38M | Sell |
96,529
-2,366
| -2% | -$83K | 0.04% | 467 |
|
|
2024
Q3 | $3.42M | Buy |
98,895
+31,793
| +47% | +$1.1M | 0.04% | 450 |
|
|
2024
Q2 | $2.24M | Buy |
67,102
+21,560
| +47% | +$718K | 0.02% | 589 |
|
|
2024
Q1 | $1.49M | Sell |
45,542
-13,096
| -22% | -$427K | 0.02% | 740 |
|
|
2023
Q4 | $1.83M | Sell |
58,638
-546
| -0.9% | -$17K | 0.02% | 627 |
|
|
2023
Q3 | $1.74M | Buy |
59,184
+19,273
| +48% | +$566K | 0.02% | 611 |
|
|
2023
Q2 | $1.19M | Buy |
39,911
+31,896
| +398% | +$951K | 0.02% | 764 |
|
|
2023
Q1 | $225K | Sell |
8,015
-3,312
| -29% | -$93.2K | ﹤0.01% | 1592 |
|
|
2022
Q4 | $305K | Buy |
+11,327
| New | +$305K | ﹤0.01% | 1345 |
|