WealthPLAN Partners’s AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$257K Buy
2023
Q2
$125K Sell
2023
Q1
$289K Sell
2022
Q4
$320K Buy
2022
Q1
$635K Buy