CPA
Clear Point Advisors’s AllianzIM US Large Cap Buffer20 Apr ETF APRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
32,181
-700
| -2% | -$23.4K | 0.9% | 28 |
|
|
2025
Q1 | $1.06M | Sell |
32,881
-500
| -1% | -$16K | 0.95% | 31 |
|
|
2024
Q4 | $1.1M | Sell |
33,381
-28
| -0.1% | -$919 | 0.94% | 29 |
|
|
2024
Q3 | $1.08M | Hold |
33,409
| – | – | 0.83% | 30 |
|
|
2024
Q2 | $1.04M | Sell |
33,409
-2,650
| -7% | -$82.5K | 0.85% | 30 |
|
|
2024
Q1 | $1.09M | Hold |
36,059
| – | – | 0.9% | 28 |
|
|
2023
Q4 | $1.06M | Buy |
+36,059
| New | +$1.06M | 0.94% | 27 |
|