DAS
Diversify Advisory Services’s AllianzIM US Large Cap Buffer20 Jul ETF JULW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Hold |
37,501
| – | – | 0.05% | 246 |
|
|
2025
Q1 | $1.29M | Sell |
37,501
-4,000
| -10% | -$137K | 0.08% | 176 |
|
|
2024
Q4 | $1.45M | Hold |
41,501
| – | – | 0.08% | 174 |
|
|
2024
Q3 | $1.44M | Hold |
41,501
| – | – | 0.08% | 201 |
|
|
2024
Q2 | $1.4M | Buy |
+41,501
| New | +$1.4M | 0.08% | 194 |
|