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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$711K	Sell	22,058 -11,312	-34%	-$364K	0.03%	431
2025 Q1	$1.02M	Sell	33,370 -3,926	-11%	-$120K	0.03%	393
2024 Q4	$1.16M	Buy	+37,296	New	+$1.16M	0.04%	355