BOSSRA
B.O.S.S. Retirement Advisors’s AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
52,248
+1,044
| +2% | +$33.4K | 0.42% | 50 |
|
|
2025
Q1 | $1.53M | Buy |
+51,204
| New | +$1.53M | 0.44% | 49 |
|
|
2024
Q4 | – | Sell |
-9,309
| Closed | -$274K | – | 278 |
|
|
2024
Q3 | $274K | Buy |
+9,309
| New | +$274K | 0.06% | 180 |
|
|
2024
Q1 | – | Sell |
-95,436
| Closed | -$2.53M | – | 213 |
|
|
2023
Q4 | $2.53M | Sell |
95,436
-4,325
| -4% | -$115K | 0.49% | 55 |
|
|
2023
Q3 | $2.45M | Buy |
99,761
+1,812
| +2% | +$44.5K | 0.53% | 52 |
|
|
2023
Q2 | $2.44M | Buy |
97,949
+44,988
| +85% | +$1.12M | 0.52% | 50 |
|
|
2023
Q1 | $1.25M | Buy |
+52,961
| New | +$1.25M | 0.29% | 131 |
|