Long Island Wealth Management’s AllianzIM US Large Cap Buffer20 Jul ETF JULW Stock Holding History

Long Island Wealth Management’s Portfolio JULW Stock Details JULW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.52M	Buy
2025 Q1	$1.62M	Hold
2024 Q4	$1.65M	Sell
2024 Q3	$1.8M	Sell
2024 Q2	$1.73M	Sell
2024 Q1	$1.72M	Hold
2023 Q4	$1.64M	Buy