WealthPLAN Partners’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 |
-89,573
| Closed | -$2.9M | – | 257 |
|
|
2024
Q4 | $2.9M | Buy |
+89,573
| New | +$2.9M | 0.41% | 73 |
|
|
2023
Q4 | – | Sell |
-43,223
| Closed | -$1.18M | – | 342 |
|
|
2023
Q3 | $1.18M | Buy |
43,223
+28,384
| +191% | +$773K | 0.14% | 137 |
|
|
2023
Q2 | $410K | Sell |
14,839
-30,100
| -67% | -$832K | 0.06% | 211 |
|
|
2023
Q1 | $1.18M | Sell |
44,939
-80,882
| -64% | -$2.12M | 0.13% | 136 |
|
|
2022
Q4 | $3.23M | Buy |
+125,821
| New | +$3.23M | 0.23% | 91 |
|
|
2022
Q1 | $3.53M | Buy |
+141,724
| New | +$3.53M | 0.25% | 89 |
|