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

AE 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
Q1 		$1.45M Sell
36,206
-16,093
-31% -$663K 0.01% 741
2025
Q4 		$2.16M Sell
52,299
-8,039
-13% -$324K 0.01% 582
2025
Q3 		$2.4M Sell
60,338
-1,763,831
-97% -$68.4M 0.02% 519
2025
Q2 		$68.9M Sell
1,824,169
-23,121
-1% -$825K 0.5% 41
2025
Q1 		$64.9M Sell
1,847,290
-2,267
-0.1% -$82.1K 0.55% 37
2024
Q4 		$66.7M Buy
1,849,557
+1,826,750
+8,010% +$65.1M 0.57% 37
2024
Q3 		$801K Sell
22,807
-3,986
-15% -$137K 0.01% 757
2024
Q2 		$912K Sell
26,793
-1,133,560
-98% -$37.6M 0.01% 722
2024
Q1 		$38.3M Sell
1,160,353
-201,272
-15% -$6.43M 0.43% 54
2023
Q4 		$43M Buy
1,361,625
+1,327,304
+3,867% +$38.8M 0.22% 96
2023
Q3 		$965K Sell
34,321
-22,876
-40% -$660K 0.01% 1113
2023
Q2 		$1.64M Sell
57,197
-1,848,590
-97% -$50.8M 0.01% 900
2023
Q1 		$51.4M Buy
1,905,787
+53,135
+3% +$1.39M 0.33% 50
2022
Q4 		$46.9M Sell
1,852,652
-106,442
-5% -$2.69M 0.34% 53
2022
Q3 		$46.5M Buy
1,959,094
+61,423
+3% +$1.57M 0.37% 50
2022
Q2 		$46.5M Buy
1,897,671
+132,911
+8% +$3.42M 0.37% 52
2022
Q1 		$48.4M Buy
1,764,760
+1,009,635
+134% +$27.3M 0.33% 59
2021
Q4 		$21.3M Sell
755,125
-545,879
-42% -$15.3M 0.15% 141
2021
Q3 		$35.6M Buy
1,301,004
+171,551
+15% +$4.72M 0.29% 74
2021
Q2 		$30.8M Buy
1,129,453
+367,944
+48% +$9.85M 0.27% 87
2021
Q1 		$19.8M Buy
+761,509
New +$19.3M 0.2% 112

Other funds holding JANT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RA
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $485M AUM 19.33% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

AE Wealth Management's JANT Position: Q1 2026 in Review

AE Wealth Management reduced its AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) stake by 31% in Q1 2026, selling an estimated $663K and leaving 36,206 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #741.

AE Wealth Management first reported a position in JANT in Q1 2021 and has held it in 21 quarters since. The position peaked at $68.9M in Q2 2025. 48 funds tracked by Wall St. Rank hold JANT as of Q1 2026.

  • AE Wealth Management held 36,206 shares of AllianzIM U.S. Equity Buffer10 Jan ETF worth $1.45M as of Q1 2026.
  • AE Wealth Management sold 16,093 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q1 2026, an estimated $663K.
  • AllianzIM U.S. Equity Buffer10 Jan ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #741 holding.
  • AE Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q1 2021 and has held it in 21 quarters since.
  • AE Wealth Management's AllianzIM U.S. Equity Buffer10 Jan ETF position peaked at $68.9M in Q2 2025.
  • 48 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.