WealthPLAN Partners’s AllianzIM US Large Cap Buffer20 Apr ETF APRW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-19,669	Closed	-$580K	–	307
2023 Q4	$580K	Buy	19,669 +2,376	+14%	+$70.1K	0.06%	202
2023 Q3	$484K	Buy	17,293 +8,599	+99%	+$241K	0.06%	205
2023 Q2	$244K	Buy	+8,694	New	+$244K	0.03%	264