Avantax Advisory Services’s AllianzIM U.S. Large Cap Buffer20 Sep ETF SEPW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,553	Closed	-$275K	–	1717
2023 Q4	$275K	Buy	10,553 +235	+2%	+$6.12K	﹤0.01%	1285
2023 Q3	$252K	Buy	+10,318	New	+$252K	﹤0.01%	1293