B.O.S.S. Retirement Advisors’s AllianzIM U.S. Large Cap Buffer20 Jan ETF JANW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.98M | Buy |
199,928
+1,353
| +0.7% | +$47.3K | 1.75% | 10 |
|
2025
Q1 | $6.59M | Buy |
198,575
+1,423
| +0.7% | +$47.3K | 1.91% | 10 |
|
2024
Q4 | $6.63M | Buy |
+197,152
| New | +$6.63M | 1.85% | 10 |
|
2024
Q1 | – | Sell |
-176,124
| Closed | -$5.34M | – | 189 |
|
2023
Q4 | $5.34M | Buy |
176,124
+153,432
| +676% | +$4.65M | 1.03% | 16 |
|
2023
Q3 | $654K | Buy |
+22,692
| New | +$654K | 0.14% | 178 |
|