Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
45,700
-3,764
| -8% | -$131K | 0.06% | 275 |
|
|
2025
Q1 | $1.64M | Buy |
49,464
+37,459
| +312% | +$1.24M | 0.05% | 297 |
|
|
2024
Q4 | $404K | Hold |
12,005
| – | – | 0.01% | 623 |
|
|
2024
Q3 | $395K | Sell |
12,005
-7,403
| -38% | -$244K | 0.01% | 571 |
|
|
2024
Q2 | $625K | Sell |
19,408
-7,417
| -28% | -$239K | 0.02% | 439 |
|
|
2024
Q1 | $843K | Sell |
26,825
-4
| -0% | -$126 | 0.02% | 411 |
|
|
2023
Q4 | $817K | Buy |
+26,829
| New | +$817K | 0.03% | 403 |
|