AWS
JANT icon

Atria Wealth Solutions’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$826K Sell
21,865
-693
-3% -$24.7K 0.02% 720
2025
Q1 		$793K Sell
22,558
-5,194
-19% -$188K 0.01% 972
2024
Q4 		$1M Sell
27,752
-1,943
-7% -$69.2K 0.01% 922
2024
Q3 		$1.04M Sell
29,695
-23,664
-44% -$814K 0.01% 901
2024
Q2 		$1.82M Sell
53,359
-1,251
-2% -$41.5K 0.02% 655
2024
Q1 		$1.8M Buy
54,610
+41,559
+318% +$1.33M 0.02% 677
2023
Q4 		$406K Buy
+13,051
New +$381K 0.01% 1324
2023
Q2 		– Sell
-10,270
Closed -$277K – 1934
2023
Q1 		$277K Buy
10,270
+376
+4% +$9.87K ﹤0.01% 1466
2022
Q4 		$250K Buy
+9,894
New +$250K ﹤0.01% 1466

Other funds holding JANT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Atria Wealth Solutions's JANT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) stake by 3.1% in Q2 2025, selling an estimated $24.7K and leaving 21,865 shares worth $826K. The position accounts for 0.02% of the portfolio, ranked #720.

Atria Wealth Solutions first reported a position in JANT in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.82M in Q2 2024. 53 funds tracked by Wall St. Rank hold JANT as of Q2 2025.

  • Atria Wealth Solutions held 21,865 shares of AllianzIM U.S. Equity Buffer10 Jan ETF worth $826K as of Q2 2025.
  • Atria Wealth Solutions sold 693 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q2 2025, an estimated $24.7K.
  • AllianzIM U.S. Equity Buffer10 Jan ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #720 holding.
  • Atria Wealth Solutions first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q4 2022 and has held it in 9 quarters since.
  • Atria Wealth Solutions's AllianzIM U.S. Equity Buffer10 Jan ETF position peaked at $1.82M in Q2 2024.
  • 53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.