Cetera Advisors’s AllianzIM US Large Cap Buffer20 Jul ETF JULW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.06M | Sell |
32,411
-35,786
| -52% | -$1.17M | 0.01% | 1130 |
|
|
2023
Q4 | $2.13M | Buy |
68,197
+4,033
| +6% | +$126K | 0.03% | 484 |
|
|
2023
Q3 | $1.89M | Buy |
64,164
+25,644
| +67% | +$753K | 0.03% | 489 |
|
|
2023
Q2 | $1.15M | Sell |
38,520
-1,650
| -4% | -$49.2K | 0.02% | 665 |
|
|
2023
Q1 | $1.13M | Sell |
40,170
-59,359
| -60% | -$1.67M | 0.02% | 647 |
|
|
2022
Q4 | $2.68M | Buy |
99,529
+12,328
| +14% | +$331K | 0.05% | 375 |
|
|
2022
Q3 | $2.25M | Buy |
+87,201
| New | +$2.25M | 0.06% | 333 |
|