IFP Advisors’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 | $969K | Hold |
26,067
| – | – | 0.03% | 592 |
|
|
2025
Q1 | $898K | Buy |
26,067
+9,993
| +62% | +$344K | 0.03% | 586 |
|
|
2024
Q4 | $564K | Hold |
16,074
| – | – | 0.02% | 696 |
|
|
2024
Q3 | $555K | Hold |
16,074
| – | – | 0.02% | 659 |
|
|
2024
Q2 | $535K | Buy |
16,074
+15,698
| +4,175% | +$523K | 0.02% | 631 |
|
|
2024
Q1 | $12.3K | Hold |
376
| – | – | ﹤0.01% | 2163 |
|
|
2023
Q4 | $11.7K | Hold |
376
| – | – | ﹤0.01% | 2133 |
|
|
2023
Q3 | $11K | Hold |
376
| – | – | ﹤0.01% | 2216 |
|
|
2023
Q2 | $11.2K | Hold |
376
| – | – | ﹤0.01% | 2257 |
|
|
2023
Q1 | $9.42K | Sell |
376
-74,422
| -99% | -$1.86M | ﹤0.01% | 2317 |
|
|
2022
Q4 | $1.88M | Sell |
74,798
-6,082
| -8% | -$152K | 0.05% | 391 |
|
|
2022
Q3 | $2.03M | Buy |
80,880
+8,847
| +12% | +$222K | 0.05% | 391 |
|
|
2022
Q2 | $1.81M | Hold |
72,033
| – | – | 0.06% | 375 |
|
|
2022
Q1 | $1.81M | Buy |
+72,033
| New | +$1.81M | 0.06% | 375 |
|