Concourse Financial Group Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 4417 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 5527 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 5511 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 5542 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 5546 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 5491 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 5390 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 5283 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 5104 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 5086 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4896 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4915 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4821 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 4854 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4733 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4592 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4468 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4350 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4170 |
|