Carson Wealth (CWM LLC)’s AllianzIM U.S. Large Cap Buffer10 May ETF MAYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Hold |
5,525
| – | – | ﹤0.01% | 2207 |
|
|
2025
Q1 | $181K | Hold |
5,525
| – | – | ﹤0.01% | 1985 |
|
|
2024
Q4 | $183K | Hold |
5,525
| – | – | ﹤0.01% | 1881 |
|
|
2024
Q3 | $180K | Hold |
5,525
| – | – | ﹤0.01% | 1811 |
|
|
2024
Q2 | $173K | Hold |
5,525
| – | – | ﹤0.01% | 1660 |
|
|
2024
Q1 | $163K | Sell |
5,525
-375
| -6% | -$11.1K | ﹤0.01% | 1609 |
|
|
2023
Q4 | $165K | Hold |
5,900
| – | – | ﹤0.01% | 1501 |
|
|
2023
Q3 | $152K | Hold |
5,900
| – | – | ﹤0.01% | 1420 |
|
|
2023
Q2 | $155K | Buy |
+5,900
| New | +$155K | ﹤0.01% | 1352 |
|