Atria Wealth Solutions’s AllianzIM U.S. Large Cap Buffer20 Jun ETF JUNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
59,840
+20,371
| +52% | +$649K | 0.04% | 432 |
|
|
2025
Q1 | $1.17M | Sell |
39,469
-175
| -0.4% | -$5.2K | 0.01% | 813 |
|
|
2024
Q4 | $1.19M | Sell |
39,644
-16,086
| -29% | -$483K | 0.01% | 855 |
|
|
2024
Q3 | $1.65M | Sell |
55,730
-400
| -0.7% | -$11.8K | 0.02% | 705 |
|
|
2024
Q2 | $1.6M | Buy |
56,130
+36,873
| +191% | +$1.05M | 0.02% | 704 |
|
|
2024
Q1 | $536K | Sell |
19,257
-9,456
| -33% | -$263K | 0.01% | 1221 |
|
|
2023
Q4 | $776K | Sell |
28,713
-140
| -0.5% | -$3.78K | 0.01% | 979 |
|
|
2023
Q3 | $737K | Buy |
28,853
+250
| +0.9% | +$6.39K | 0.01% | 947 |
|
|
2023
Q2 | $737K | Buy |
+28,603
| New | +$737K | 0.01% | 980 |
|