WealthPLAN Partners’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
2024 Q1	–	Sell	-18,349	Closed	-$572K	–	331
2023 Q4	$572K	Buy	18,349 +2,276	+14%	+$71K	0.06%	204
2023 Q3	$472K	Buy	16,073 +7,942	+98%	+$233K	0.05%	209
2023 Q2	$242K	Buy	+8,131	New	+$242K	0.03%	267