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Kingswood Wealth Advisors’s AllianzIM US Large Cap Buffer20 Jul ETF JULW Stock Holding History

Kingswood Wealth Advisors’s Portfolio JULW Stock Details JULW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,075
Closed -$221K – 659
2023
Q4 		$221K Buy
+7,075
New +$221K 0.03% 553