First Heartland Consultants’s AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.13M | Buy |
35,383
+1,518
| +4% | +$48.6K | 0.1% | 149 |
|
2025
Q1 | $1.01M | Buy |
33,865
+4,852
| +17% | +$145K | 0.1% | 145 |
|
2024
Q4 | $882K | Sell |
29,013
-4,842
| -14% | -$147K | 0.09% | 161 |
|
2024
Q3 | $995K | Buy |
33,855
+5,042
| +17% | +$148K | 0.11% | 139 |
|
2024
Q2 | $818 | Buy |
28,813
+7,758
| +37% | +$220 | 0.06% | 195 |
|
2024
Q1 | $585K | Buy |
+21,055
| New | +$585K | 0.06% | 226 |
|