Envestnet Portfolio Solutions’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 | – | Sell |
-17,183
| Closed | -$603K | – | 1684 |
|
|
2024
Q4 | $603K | Buy |
17,183
+25
| +0.1% | +$877 | ﹤0.01% | 1141 |
|
|
2024
Q3 | $593K | Buy |
17,158
+188
| +1% | +$6.49K | ﹤0.01% | 1109 |
|
|
2024
Q2 | $565K | Buy |
16,970
+3,808
| +29% | +$127K | ﹤0.01% | 1087 |
|
|
2024
Q1 | $429K | Buy |
13,162
+1,893
| +17% | +$61.7K | ﹤0.01% | 1181 |
|
|
2023
Q4 | $352K | Buy |
+11,269
| New | +$352K | ﹤0.01% | 1209 |
|