HB Wealth Management’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 | $348K | Hold |
9,357
| – | – | ﹤0.01% | 870 |
|
|
2025
Q1 | $322K | Hold |
9,357
| – | – | ﹤0.01% | 915 |
|
|
2024
Q4 | $328K | Hold |
9,357
| – | – | ﹤0.01% | 764 |
|
|
2024
Q3 | $323K | Hold |
9,357
| – | – | ﹤0.01% | 728 |
|
|
2024
Q2 | $312K | Hold |
9,357
| – | – | ﹤0.01% | 693 |
|
|
2024
Q1 | $305K | Hold |
9,357
| – | – | ﹤0.01% | 649 |
|
|
2023
Q4 | $292K | Hold |
9,357
| – | – | ﹤0.01% | 622 |
|
|
2023
Q3 | $275K | Hold |
9,357
| – | – | ﹤0.01% | 592 |
|
|
2023
Q2 | $279K | Hold |
9,357
| – | – | ﹤0.01% | 566 |
|
|
2023
Q1 | $263K | Sell |
9,357
-29
| -0.3% | -$816 | ﹤0.01% | 573 |
|
|
2022
Q4 | $252K | Buy |
+9,386
| New | +$252K | ﹤0.01% | 569 |
|