WealthSource Partners’s AllianzIM U.S. Large Cap Buffer20 Oct ETF OCTW Stock Holding History

WealthSource Partners’s Portfolio OCTW Stock Details OCTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.04M	Hold
2023 Q3	$984K	Buy
2023 Q2	$934K	Sell
2023 Q1	$1.89M	Sell
2022 Q4	$1.81M	Buy
2022 Q3	$575K	Buy