BWM
BCGM Wealth Management’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 | $656K | Hold |
20,502
| – | – | 0.19% | 91 |
|
|
2025
Q1 | $614K | Hold |
20,502
| – | – | 0.19% | 91 |
|
|
2024
Q4 | $623K | Hold |
20,502
| – | – | 0.2% | 86 |
|
|
2024
Q3 | $603K | Sell |
20,502
-4,433
| -18% | -$130K | 0.2% | 89 |
|
|
2024
Q2 | $708K | Buy |
24,935
+7,070
| +40% | +$201K | 0.25% | 80 |
|
|
2024
Q1 | $496K | Hold |
17,865
| – | – | 0.18% | 90 |
|
|
2023
Q4 | $474K | Hold |
17,865
| – | – | 0.19% | 81 |
|
|
2023
Q3 | $438K | Buy |
+17,865
| New | +$438K | 0.2% | 76 |
|