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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.36M	Sell	72,409 -29,134	-29%	-$948K	0.08%	203
2025 Q1	$3.15M	Buy	101,543 +83,011	+448%	+$2.57M	0.1%	186
2024 Q4	$575K	Buy	+18,532	New	+$575K	0.02%	516