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Authentikos Wealth Advisory’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-326
Closed -$9.16K – 315
2023
Q3 		$9.16K Buy
+326
New +$9.41K 0.01% 248
2023
Q2 		– Sell
-43,448
Closed -$1.1M – 73
2023
Q1 		$1.1M Buy
+43,448
New +$1.14M 1.11% 21

Other funds holding JANT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Authentikos Wealth Advisory's JANT Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) in Q4 2023, closing a stake of 326 shares — an estimated $9.16K sold.

Authentikos Wealth Advisory first reported a position in JANT in Q1 2023 and held it in 2 quarters. The position peaked at $1.1M in Q1 2023. 28 funds tracked by Wall St. Rank hold JANT as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining AllianzIM U.S. Equity Buffer10 Jan ETF position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 326 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q4 2023, an estimated $9.16K.
  • Authentikos Wealth Advisory first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q1 2023 and held it in 2 quarters.
  • Authentikos Wealth Advisory's AllianzIM U.S. Equity Buffer10 Jan ETF position peaked at $1.1M in Q1 2023.
  • 28 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.