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Tennessee Valley Asset Management Partners’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Tennessee Valley Asset Management Partners’s Portfolio JULW Stock Details JULW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-500
Closed -$15.6K – 436
2023
Q4 		$15.6K Buy
+500
New +$15K ﹤0.01% 384

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CAG
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Tennessee Valley Asset Management Partners's JULW Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q1 2024, closing a stake of 500 shares — an estimated $15.6K sold.

Tennessee Valley Asset Management Partners first reported a position in JULW in Q4 2023 and held it in 1 quarter. The position peaked at $15.6K in Q4 2023. 47 funds tracked by Wall St. Rank hold JULW as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 500 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2024, an estimated $15.6K.
  • Tennessee Valley Asset Management Partners first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $15.6K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.