Commonwealth Equity Services’s AllianzIM U.S. Large Cap Buffer10 Mar ETF MART Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.87M Buy
79,925
+54,977
+220% +$1.97M ﹤0.01% 1727
2025
Q1
$835K Sell
24,948
-5,139
-17% -$172K ﹤0.01% 2608
2024
Q4
$1.01M Sell
30,087
-32,804
-52% -$1.11M ﹤0.01% 2374
2024
Q3
$2.07M Sell
62,891
-29,002
-32% -$954K ﹤0.01% 1785
2024
Q2
$2.9M Buy
91,893
+4,461
+5% +$141K ﹤0.01% 1554
2024
Q1
$2.67M Buy
+87,432
New +$2.67M ﹤0.01% 1580