FNWA
Financial Network Wealth Advisors’s AllianzIM US Large Cap 6 Month Buffer10 Mar/Sep ETF SIXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65K | Hold |
2,223
| – | – | 0.08% | 219 |
|
|
2025
Q1 | $61.1K | Hold |
2,223
| – | – | 0.08% | 217 |
|
|
2024
Q4 | $61.8K | Buy |
+2,223
| New | +$61.8K | 0.12% | 156 |
|
|
2024
Q3 | – | Sell |
-45,455
| Closed | -$1.19M | – | 1014 |
|
|
2024
Q2 | $1.19M | Sell |
45,455
-475
| -1% | -$12.5K | 0.89% | 20 |
|
|
2024
Q1 | $1.17M | Buy |
+45,930
| New | +$1.17M | 1.16% | 21 |
|