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Wealthquest’s AllianzIM US Large Cap Buffer20 Jul ETF JULW Stock Holding History

Wealthquest’s Portfolio JULW Stock Details JULW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-125,229
Closed -$3.91M – 137
2023
Q4 		$3.91M Sell
125,229
-116,998
-48% -$3.65M 0.43% 30
2023
Q3 		$7.12M Buy
+242,227
New +$7.12M 0.87% 21