Advisornet Financial’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Advisornet Financial’s Portfolio JANW Stock Details JANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,000	Closed	-$30.3K	–	2282
2023 Q4	$30.3K	Hold	1,000	–	–	﹤0.01%	966
2023 Q3	$28.8K	Hold	1,000	–	–	﹤0.01%	934
2023 Q2	$28.8K	Hold	1,000	–	–	﹤0.01%	969
2023 Q1	$27.6K	Hold	1,000	–	–	﹤0.01%	968
2022 Q4	$26.4K	Hold	1,000	–	–	﹤0.01%	971
2022 Q3	$25K	Hold	1,000	–	–	﹤0.01%	1038
2022 Q2	$25K	Buy	+1,000	New	+$25.2K	﹤0.01%	1059

Other funds holding JANW

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Advisornet Financial's JANW Position: Q1 2024 in Review

Advisornet Financial sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q1 2024, closing a stake of 1,000 shares — an estimated $30.3K sold.

Advisornet Financial first reported a position in JANW in Q2 2022 and held it in 7 quarters. The position peaked at $30.3K in Q4 2023. 55 funds tracked by Wall St. Rank hold JANW as of Q1 2024.

Advisornet Financial reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q1 2024 after selling out during the quarter.
Advisornet Financial sold 1,000 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2024, an estimated $30.3K.
Advisornet Financial first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q2 2022 and held it in 7 quarters.
Advisornet Financial's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $30.3K in Q4 2023.
55 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.