Accurate Wealth Management’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

Accurate Wealth Management’s Portfolio JANT Stock Details JANT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$272K	Hold	6,136	–	–	0.03%	481
2026 Q1	$254K	Buy	6,136 +819	+15%	+$33.7K	0.03%	457
2025 Q4	$222K	Buy	5,317 +15	+0.3%	+$605	0.03%	472
2025 Q3	$210K	Sell	5,302 -162	-3%	-$6.28K	0.03%	471
2025 Q2	$208K	Buy	+5,464	New	+$195K	0.03%	425
2023 Q1	–	Sell	-5,000	Closed	-$129K	–	842
2022 Q4	$129K	Buy	+5,000	New	+$127K	0.05%	268

Other funds holding JANT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

ASGL

Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accurate Wealth Management's JANT Position: Q2 2026 in Review

Accurate Wealth Management held its AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) position steady in Q2 2026 at 6,136 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #481.

Accurate Wealth Management first reported a position in JANT in Q4 2022 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold JANT as of Q2 2026.

Accurate Wealth Management held 6,136 shares of AllianzIM U.S. Equity Buffer10 Jan ETF worth $272K as of Q2 2026.
Accurate Wealth Management left its AllianzIM U.S. Equity Buffer10 Jan ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer10 Jan ETF made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #481 holding.
Accurate Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q4 2022 and has held it in 6 quarters since.
21 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.