Independent Financial Group’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $382K | Buy |
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|
2025
Q4 | $291K | Sell |
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|
2025
Q3 | $512K | Hold |
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|
2025
Q2 | $488K | Sell |
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|
2025
Q1 | $548K | Sell |
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|
2024
Q4 | $783K | Hold |
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|
2024
Q3 | $768K | Hold |
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|
2024
Q2 | $734K | Sell |
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|
2024
Q1 | $726K | Sell |
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|
2023
Q4 | $880K | Buy |
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|
2023
Q3 | $768K | Buy |
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|
2023
Q2 | $672K | Buy |
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