LPL Financial’s AllianzIM U.S. Large Cap Buffer20 Jun ETF JUNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
18,078
+4,837
| +37% | +$154K | ﹤0.01% | 4203 |
|
|
2025
Q1 | $394K | Buy |
13,241
+1,251
| +10% | +$37.2K | ﹤0.01% | 4297 |
|
|
2024
Q4 | $360K | Buy |
11,990
+3,935
| +49% | +$118K | ﹤0.01% | 4280 |
|
|
2024
Q3 | $238K | Sell |
8,055
-4,178
| -34% | -$124K | ﹤0.01% | 4511 |
|
|
2024
Q2 | $350K | Buy |
12,233
+178
| +1% | +$5.09K | ﹤0.01% | 4073 |
|
|
2024
Q1 | $336K | Buy |
12,055
+4,580
| +61% | +$127K | ﹤0.01% | 4049 |
|
|
2023
Q4 | $202K | Buy |
+7,475
| New | +$202K | ﹤0.01% | 4327 |
|