Spire Wealth Management’s AllianzIM U.S. Large Cap Buffer20 Jan ETF JANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.47M Sell
2025
Q2
$1.6M Sell
2025
Q1
$1.64M Buy
2024
Q4
$404K Hold
2024
Q3
$395K Sell
2024
Q2
$625K Sell
2024
Q1
$843K Sell
2023
Q4
$817K Buy