Belpointe Asset Management’s AllianzIM U.S. Large Cap Buffer20 Feb ETF FEBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,863
| Closed | -$419K | – | 950 |
|
|
2024
Q4 | $419K | Hold |
13,863
| – | – | 0.03% | 552 |
|
|
2024
Q3 | $421K | Hold |
13,863
| – | – | 0.03% | 549 |
|
|
2024
Q2 | $411K | Hold |
13,863
| – | – | 0.03% | 499 |
|
|
2024
Q1 | $401K | Hold |
13,863
| – | – | 0.03% | 493 |
|
|
2023
Q4 | $386K | Hold |
13,863
| – | – | 0.03% | 445 |
|
|
2023
Q3 | $363K | Hold |
13,863
| – | – | 0.04% | 418 |
|
|
2023
Q2 | $366K | Hold |
13,863
| – | – | 0.04% | 386 |
|
|
2023
Q1 | $350K | Buy |
+13,863
| New | +$350K | 0.02% | 689 |
|