Independent Financial Group’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $906K | Buy |
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|
2025
Q4 | $797K | Buy |
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|
2025
Q3 | $746K | Sell |
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|
2025
Q2 | $759K | Sell |
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|
2025
Q1 | $842K | Sell |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $844K | Sell |
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|
2024
Q1 | $1.21M | Hold |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $249K | Buy |
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