Wealth Group’s AllianzIM US Large Cap Buffer20 Jul ETF JULW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,493
| Closed | -$603K | – | 126 |
|
|
2025
Q1 | $603K | Hold |
17,493
| – | – | 0.39% | 60 |
|
|
2024
Q4 | $613K | Sell |
17,493
-1,891
| -10% | -$66.3K | 0.4% | 58 |
|
|
2024
Q3 | $669K | Hold |
19,384
| – | – | 0.45% | 53 |
|
|
2024
Q2 | $646K | Sell |
19,384
-308
| -2% | -$10.3K | 0.46% | 50 |
|
|
2024
Q1 | $642K | Buy |
+19,692
| New | +$642K | 0.48% | 50 |
|