AAS
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Avantax Advisory Services’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

Avantax Advisory Services’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 		$226K Hold
5,976
– – ﹤0.01% 2123
2025
Q1 		$210K Hold
5,976
– – ﹤0.01% 2074
2024
Q4 		$216K Buy
+5,976
New +$213K ﹤0.01% 2010

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 $79.5B AUM 27.1% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 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 $189M AUM 18.47% 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

Avantax Advisory Services's JANT Position: Q2 2025 in Review

Avantax Advisory Services held its AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) position steady in Q2 2025 at 5,976 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

Avantax Advisory Services first reported a position in JANT in Q4 2024 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold JANT as of Q2 2025.

  • Avantax Advisory Services held 5,976 shares of AllianzIM U.S. Equity Buffer10 Jan ETF worth $226K as of Q2 2025.
  • Avantax Advisory Services left its AllianzIM U.S. Equity Buffer10 Jan ETF share count unchanged in Q2 2025.
  • AllianzIM U.S. Equity Buffer10 Jan ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2123 holding.
  • Avantax Advisory Services first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q4 2024 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.