Atria Wealth Solutions’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 | $2.15M | Sell |
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|
2025
Q1 | $2.66M | Sell |
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|
2024
Q4 | $3.38M | Sell |
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|
2024
Q3 | $3.42M | Buy |
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|
2024
Q2 | $2.24M | Buy |
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|
2024
Q1 | $1.49M | Sell |
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|
2023
Q4 | $1.83M | Sell |
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|
2023
Q3 | $1.74M | Buy |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $225K | Sell |
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|
2022
Q4 | $305K | Buy |
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