IFP Advisors’s AllianzIM U.S. Large Cap Buffer20 Dec ETF DECW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.7K | Buy |
1,731
+485
| +39% | +$15.3K | ﹤0.01% | 2000 |
|
|
2025
Q1 | $37.3K | Hold |
1,246
| – | – | ﹤0.01% | 2031 |
|
|
2024
Q4 | $37.9K | Hold |
1,246
| – | – | ﹤0.01% | 1954 |
|
|
2024
Q3 | $37.8K | Hold |
1,246
| – | – | ﹤0.01% | 1858 |
|
|
2024
Q2 | $37K | Hold |
1,246
| – | – | ﹤0.01% | 1798 |
|
|
2024
Q1 | $36.2K | Buy |
1,246
+15
| +1% | +$435 | ﹤0.01% | 1708 |
|
|
2023
Q4 | $34.9K | Hold |
1,231
| – | – | ﹤0.01% | 1692 |
|
|
2023
Q3 | $32.3K | Hold |
1,231
| – | – | ﹤0.01% | 1743 |
|
|
2023
Q2 | $33.1K | Hold |
1,231
| – | – | ﹤0.01% | 1787 |
|
|
2023
Q1 | $30.9K | Sell |
1,231
-15,372
| -93% | -$386K | ﹤0.01% | 1813 |
|
|
2022
Q4 | $416K | Buy |
+16,603
| New | +$416K | 0.01% | 975 |
|