BCGM Wealth Management’s AllianzIM U.S. Large Cap Buffer20 Sep ETF SEPW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$702K Hold
2025
Q1
$665K Hold
2024
Q4
$673K Sell
2024
Q3
$819K Sell
2024
Q2
$850K Hold
2024
Q1
$830K Hold
2023
Q4
$795K Sell
2023
Q3
$878K Buy