IFP Advisors’s AllianzIM US Large Cap 6 Month Buffer10 Mar/Sep ETF SIXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $311K | Buy |
10,637
+282
| +3% | +$8.25K | 0.01% | 1051 |
|
2025
Q1 | $285K | Sell |
10,355
-1,250
| -11% | -$34.4K | 0.01% | 1005 |
|
2024
Q4 | $323K | Buy |
11,605
+21
| +0.2% | +$584 | 0.01% | 911 |
|
2024
Q3 | $315K | Hold |
11,584
| – | – | 0.01% | 877 |
|
2024
Q2 | $304K | Buy |
11,584
+4,948
| +75% | +$130K | 0.01% | 829 |
|
2024
Q1 | $169K | Buy |
+6,636
| New | +$169K | 0.01% | 1079 |
|