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Aspire Wealth Management’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Aspire Wealth Management’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
Q3 		$10.3K Buy
+313
New +$10.2K 0.01% 171

Other funds holding JANW

CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Aspire Wealth Management's JANW Position: Q3 2024 in Review

Aspire Wealth Management opened a new position in AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q3 2024: 313 shares worth $10.3K. The stake represents 0.01% of the portfolio and ranks #171 among its holdings.

57 funds tracked by Wall St. Rank hold JANW as of Q3 2024.

  • Aspire Wealth Management held 313 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $10.3K as of Q3 2024.
  • AllianzIM U.S. Equity Buffer20 Jan ETF was a new Aspire Wealth Management position in Q3 2024.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #171 holding.
  • 57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.