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Aegis Wealth Management (Iowa)’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

Aegis Wealth Management (Iowa)’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 		$316K Buy
7,183
+1,553
+28% +$66.8K 0.2% 86
2026
Q1 		$226K Buy
5,630
+531
+10% +$21.9K 0.18% 101
2025
Q4 		$210K Buy
+5,099
New +$206K 0.17% 95

Other funds holding JANT

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
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 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
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Aegis Wealth Management (Iowa)'s JANT Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) increased its AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) stake by 28% in Q2 2026, buying an estimated $66.8K and bringing the position to 7,183 shares worth $316K. The position accounts for 0.2% of the portfolio, ranked #86.

Aegis Wealth Management (Iowa) first reported a position in JANT in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold JANT as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 7,183 shares of AllianzIM U.S. Equity Buffer10 Jan ETF worth $316K as of Q2 2026.
  • Aegis Wealth Management (Iowa) bought 1,553 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q2 2026, an estimated $66.8K.
  • AllianzIM U.S. Equity Buffer10 Jan ETF made up 0.2% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #86 holding.
  • Aegis Wealth Management (Iowa) first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.