Spire Wealth Management’s AllianzIM U.S. Large Cap Buffer10 Oct ETF OCTT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
7,477
-4,958
| -40% | -$199K | 0.01% | 645 |
|
|
2025
Q1 | $463K | Sell |
12,435
-6,736
| -35% | -$251K | 0.01% | 580 |
|
|
2024
Q4 | $733K | Buy |
19,171
+2,895
| +18% | +$111K | 0.02% | 467 |
|
|
2024
Q3 | $611K | Sell |
16,276
-1,260
| -7% | -$47.3K | 0.02% | 480 |
|
|
2024
Q2 | $645K | Buy |
17,536
+2
| +0% | +$74 | 0.02% | 430 |
|
|
2024
Q1 | $630K | Sell |
17,534
-3,696
| -17% | -$133K | 0.01% | 463 |
|
|
2023
Q4 | $733K | Buy |
+21,230
| New | +$733K | 0.02% | 431 |
|