GI
MARW icon

Gradient Investments’s AllianzIM U.S. Large Cap Buffer20 Mar ETF MARW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-19,336
Closed -$589K 320
2024
Q3
$589K Sell
19,336
-1,987,779
-99% -$60.5M 0.01% 209
2024
Q2
$59.2M Buy
2,007,115
+1,145,136
+133% +$33.8M 1.33% 18
2024
Q1
$24.8M Buy
+861,979
New +$24.8M 0.57% 50