Wealth Group’s AllianzIM U.S. Large Cap Buffer20 Feb ETF FEBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,028
| Closed | -$396K | – | 118 |
|
|
2025
Q1 | $396K | Buy |
13,028
+1,279
| +11% | +$38.9K | 0.26% | 82 |
|
|
2024
Q4 | $364K | Sell |
11,749
-700
| -6% | -$21.7K | 0.24% | 94 |
|
|
2024
Q3 | $378K | Hold |
12,449
| – | – | 0.25% | 96 |
|
|
2024
Q2 | $369K | Hold |
12,449
| – | – | 0.26% | 89 |
|
|
2024
Q1 | $360K | Buy |
+12,449
| New | +$360K | 0.27% | 92 |
|