LifeWealth Investments’s AllianzIM U.S. Large Cap Buffer20 Jan ETF JANW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.46M	Buy	70,316 +5,729	+9%	+$200K	0.8%	32
2025 Q1	$2.14M	Buy	64,587 +28,918	+81%	+$960K	0.88%	33
2024 Q4	$1.2M	Buy	+35,669	New	+$1.2M	0.79%	38