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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$5.04M Buy
2024
Q1
Sell
2023
Q4
$1.36M Sell
2023
Q3
$2.32M Buy
2023
Q2
$2.03M Sell
2023
Q1
$2.36M Sell
2022
Q4
$3.22M Buy
2022
Q3
$3.08M Buy
2022
Q1
$3.53M Buy