LPL Financial’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 | $1.81M | Buy |
51,731
+23,770
| +85% | +$830K | ﹤0.01% | 3199 |
|
|
2025
Q1 | $929K | Buy |
27,961
+1,229
| +5% | +$40.8K | ﹤0.01% | 3582 |
|
|
2024
Q4 | $899K | Sell |
26,732
-1,589
| -6% | -$53.4K | ﹤0.01% | 3538 |
|
|
2024
Q3 | $933K | Sell |
28,321
-2,869
| -9% | -$94.5K | ﹤0.01% | 3418 |
|
|
2024
Q2 | $1M | Buy |
31,190
+3,401
| +12% | +$110K | ﹤0.01% | 3212 |
|
|
2024
Q1 | $874K | Buy |
27,789
+11,181
| +67% | +$351K | ﹤0.01% | 3274 |
|
|
2023
Q4 | $503K | Buy |
+16,608
| New | +$503K | ﹤0.01% | 3622 |
|