Money Concepts Capital’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 | $584K | Buy |
13,981
+1,855
| +15% | +$77.4K | 0.04% | 288 |
|
|
2025
Q1 | $464K | Buy |
12,126
+300
| +3% | +$11.5K | 0.03% | 304 |
|
|
2024
Q4 | $467K | Sell |
11,826
-3,316
| -22% | -$131K | 0.03% | 301 |
|
|
2024
Q3 | $586K | Buy |
15,142
+90
| +0.6% | +$3.48K | 0.04% | 276 |
|
|
2024
Q2 | $557K | Hold |
15,052
| – | – | 0.05% | 273 |
|
|
2024
Q1 | $540K | Sell |
15,052
-305
| -2% | -$10.9K | 0.05% | 277 |
|
|
2023
Q4 | $516K | Sell |
15,357
-70
| -0.5% | -$2.35K | 0.05% | 269 |
|
|
2023
Q3 | $476K | Buy |
15,427
+1,241
| +9% | +$38.3K | 0.05% | 252 |
|
|
2023
Q2 | $449K | Buy |
+14,186
| New | +$449K | 0.05% | 264 |
|