Blue Bell Private Wealth Management’s AllianzIM U.S. Large Cap Buffer20 Oct ETF OCTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Sell |
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|
2025
Q1 | $4.04M | Sell |
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|
2024
Q4 | $4.14M | Sell |
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|
2024
Q3 | $4.12M | Sell |
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|
2024
Q2 | $4.25M | Sell |
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|
2024
Q1 | $4.72M | Sell |
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|
2023
Q4 | $4.65M | Sell |
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|
2023
Q3 | $4.46M | Sell |
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|
2023
Q2 | $4.65M | Sell |
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|
2023
Q1 | $4.47M | Buy |
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|
2022
Q4 | $4.15M | Buy |
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