LPL Financial’s AllianzIM U.S. Large Cap Buffer20 Mar ETF MARW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
71,265
+22,289
| +46% | +$725K | ﹤0.01% | 2973 |
|
|
2025
Q1 | $1.52M | Sell |
48,976
-3,962
| -7% | -$123K | ﹤0.01% | 3168 |
|
|
2024
Q4 | $1.64M | Sell |
52,938
-513
| -1% | -$15.9K | ﹤0.01% | 3031 |
|
|
2024
Q3 | $1.63M | Sell |
53,451
-562
| -1% | -$17.1K | ﹤0.01% | 2902 |
|
|
2024
Q2 | $1.59M | Buy |
54,013
+579
| +1% | +$17.1K | ﹤0.01% | 2788 |
|
|
2024
Q1 | $1.53M | Buy |
53,434
+7,154
| +15% | +$205K | ﹤0.01% | 2763 |
|
|
2023
Q4 | $1.29M | Buy |
+46,280
| New | +$1.29M | ﹤0.01% | 2804 |
|