Compass Advisory Group’s AllianzIM US Large Cap Buffer20 Jul ETF JULW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Hold |
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|
2025
Q1 | $1.6M | Sell |
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|
2024
Q4 | $1.63M | Sell |
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|
2024
Q3 | $1.84M | Sell |
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|
2024
Q2 | $1.84M | Hold |
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|
2024
Q1 | $1.8M | Sell |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $1.52M | Buy |
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|
2023
Q2 | $716K | Sell |
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|
2023
Q1 | $686K | Sell |
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|
2022
Q4 | $936K | Sell |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $1.13M | Sell |
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|
2022
Q1 | $1.51M | Buy |
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|
2021
Q4 | $1.23M | Sell |
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|
2021
Q3 | $21.2M | Buy |
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|
2021
Q2 | $19.5M | Buy |
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