Secured Retirement Advisors’s AllianzIM U.S. Large Cap Buffer20 Jan ETF JANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-12,345
Closed -$398K 126
2024
Q2
$398K Sell
12,345
-1,064
-8% -$34.3K 0.31% 78
2024
Q1
$422K Buy
+13,409
New +$422K 0.36% 77