LPL Financial’s AllianzIM US Large Cap Buffer10 Jul ETF JULT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $961K | Buy |
23,023
+13,825
| +150% | +$577K | ﹤0.01% | 3762 |
|
|
2025
Q1 | $352K | Sell |
9,198
-529
| -5% | -$20.2K | ﹤0.01% | 4375 |
|
|
2024
Q4 | $384K | Sell |
9,727
-1,715
| -15% | -$67.7K | ﹤0.01% | 4238 |
|
|
2024
Q3 | $443K | Buy |
+11,442
| New | +$443K | ﹤0.01% | 4036 |
|
|
2024
Q2 | – | Sell |
-13,475
| Closed | -$483K | – | 4968 |
|
|
2024
Q1 | $483K | Buy |
+13,475
| New | +$483K | ﹤0.01% | 3762 |
|
|
2023
Q2 | – | Sell |
-20,055
| Closed | -$586K | – | 4579 |
|
|
2023
Q1 | $586K | Buy |
+20,055
| New | +$586K | ﹤0.01% | 3180 |
|