BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in JANW — AllianzIM U.S. Equity Buffer20 Jan ETF
CIK 1352860
BLUE BELL, PA
All Filings in JANW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 JANW | $720,078 | 19,739 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 JANW | $682,538 | 18,442 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 JANW | $719,366 | 19,905 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 JANW | $733,474 | 20,996 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 JANW | $697,277 | 20,996 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 JANW | $707,003 | 21,023 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 JANW | $770,861 | 23,402 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 JANW | $762,689 | 23,686 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 JANW | $767,014 | 24,400 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 JANW | $749,834 | 24,747 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 JANW | $713,233 | 24,747 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 JANW | $713,802 | 24,747 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 JANW | $658,273 | 23,860 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||