Secured Retirement Advisors’s AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
+7,639
| New | +$245K | 0.15% | 105 |
|
|
2024
Q4 | – | Sell |
-12,961
| Closed | -$381K | – | 153 |
|
|
2024
Q3 | $381K | Sell |
12,961
-16,724
| -56% | -$492K | 0.27% | 82 |
|
|
2024
Q2 | $843K | Buy |
29,685
+1,008
| +4% | +$28.6K | 0.66% | 53 |
|
|
2024
Q1 | $797K | Buy |
28,677
+3,653
| +15% | +$102K | 0.68% | 56 |
|
|
2023
Q4 | $664K | Buy |
+25,024
| New | +$664K | 0.64% | 55 |
|