Belpointe Asset Management’s AllianzIM U.S. Large Cap Buffer20 Oct ETF OCTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
6,490
| – | – | 0.01% | 820 |
|
|
2025
Q1 | $228K | Sell |
6,490
-1,962
| -23% | -$68.9K | 0.01% | 813 |
|
|
2024
Q4 | $295K | Buy |
8,452
+1,962
| +30% | +$68.5K | 0.02% | 661 |
|
|
2024
Q3 | $228K | Hold |
6,490
| – | – | 0.01% | 766 |
|
|
2024
Q2 | $224K | Hold |
6,490
| – | – | 0.02% | 685 |
|
|
2024
Q1 | $220K | Buy |
+6,490
| New | +$220K | 0.02% | 710 |
|