Blue Bell Private Wealth Management’s AllianzIM U.S. Large Cap Buffer20 Jan ETF JANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$733K Hold
2025
Q1
$697K Sell
2024
Q4
$707K Sell
2024
Q3
$771K Sell
2024
Q2
$763K Sell
2024
Q1
$767K Sell
2023
Q4
$750K Hold
2023
Q3
$713K Hold
2023
Q2
$714K Buy
2023
Q1
$658K Buy