Koshinski Asset Management’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
Q1 | – | Sell |
-6,060
| Closed | -$212M | – | 650 |
|
2024
Q4 | $212M | Hold |
6,060
| – | – | 0.02% | 584 |
|
2024
Q3 | $209K | Hold |
6,060
| – | – | 0.02% | 593 |
|
2024
Q2 | $204K | Buy |
+6,060
| New | +$204K | 0.02% | 572 |
|
2024
Q1 | – | Sell |
-11,330
| Closed | -$353K | – | 618 |
|
2023
Q4 | $353K | Buy |
+11,330
| New | +$353K | 0.05% | 357 |
|
2022
Q2 | – | Sell |
-400
| Closed | -$10.9K | – | 1346 |
|
2022
Q1 | $10.9K | Buy |
+400
| New | +$10.9K | ﹤0.01% | 1588 |
|