First Heartland Consultants’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
Q2 | $219K | Sell |
5,882
-483
| -8% | -$18K | 0.02% | 455 |
|
|
2025
Q1 | $219K | Sell |
6,365
-33
| -0.5% | -$1.14K | 0.02% | 410 |
|
|
2024
Q4 | $224K | Sell |
6,398
-142
| -2% | -$4.98K | 0.02% | 408 |
|
|
2024
Q3 | $226K | Buy |
6,540
+320
| +5% | +$11.1K | 0.02% | 406 |
|
|
2024
Q2 | $207 | Sell |
6,220
-405
| -6% | -$13 | 0.01% | 422 |
|
|
2024
Q1 | $216K | Hold |
6,625
| – | – | 0.02% | 395 |
|
|
2023
Q4 | $207K | Sell |
6,625
-315
| -5% | -$9.84K | 0.03% | 347 |
|
|
2023
Q3 | $204K | Buy |
+6,940
| New | +$204K | 0.03% | 362 |
|