MML Investors Services’s AllianzIM US Large Cap Buffer20 Jul ETF JULW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-5,834
| Closed | -$205K | – | 2751 |
|
2024
Q4 | $205K | Sell |
5,834
-112
| -2% | -$3.94K | ﹤0.01% | 2507 |
|
2024
Q3 | $205K | Buy |
+5,946
| New | +$205K | ﹤0.01% | 2430 |
|
2024
Q2 | – | Sell |
-19,291
| Closed | -$629K | – | 2520 |
|
2024
Q1 | $629K | Buy |
19,291
+820
| +4% | +$26.7K | ﹤0.01% | 1666 |
|
2023
Q4 | $576K | Buy |
+18,471
| New | +$576K | ﹤0.01% | 1672 |
|