WealthPlan Investment Management’s AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-155,635
| Closed | -$5.04M | – | 280 |
|
|
2024
Q4 | $5.04M | Buy |
+155,635
| New | +$5.04M | 0.5% | 67 |
|
|
2024
Q1 | – | Sell |
-47,081
| Closed | -$1.36M | – | 200 |
|
|
2023
Q4 | $1.36M | Sell |
47,081
-38,063
| -45% | -$1.1M | 0.22% | 85 |
|
|
2023
Q3 | $2.32M | Buy |
85,144
+11,671
| +16% | +$318K | 0.41% | 66 |
|
|
2023
Q2 | $2.03M | Sell |
73,473
-16,360
| -18% | -$452K | 0.61% | 58 |
|
|
2023
Q1 | $2.36M | Sell |
89,833
-35,988
| -29% | -$945K | 0.41% | 64 |
|
|
2022
Q4 | $3.22M | Buy |
125,821
+1,165
| +0.9% | +$29.9K | 0.23% | 92 |
|
|
2022
Q3 | $3.08M | Buy |
+124,656
| New | +$3.08M | 0.22% | 88 |
|
|
2022
Q1 | $3.53M | Buy |
+141,724
| New | +$3.53M | 0.25% | 89 |
|