Avidian Wealth Enterprises
JANI icon

Avidian Wealth Enterprises’s AllianzIM International Equity Buffer15 Uncapped Jan ETF JANI Stock Holding History

Avidian Wealth Enterprises’s Portfolio JANI Stock Details JANI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$245K Hold
9,618
– – 0.01% 666
2026
Q2 		$247K Hold
9,618
– – 0.01% 647
2026
Q1 		$235K Buy
+9,618
New +$240K 0.01% 603

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Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Avidian Wealth Enterprises's JANI Position: Q3 2026 in Review

Avidian Wealth Enterprises held its AllianzIM International Equity Buffer15 Uncapped Jan ETF (JANI) position steady in Q3 2026 at 9,618 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #666.

Avidian Wealth Enterprises first reported a position in JANI in Q1 2026 and has held it in 3 quarters since. The position peaked at $247K in Q2 2026. 8 funds tracked by Wall St. Rank hold JANI as of Q3 2026.

  • Avidian Wealth Enterprises held 9,618 shares of AllianzIM International Equity Buffer15 Uncapped Jan ETF worth $245K as of Q3 2026.
  • Avidian Wealth Enterprises left its AllianzIM International Equity Buffer15 Uncapped Jan ETF share count unchanged in Q3 2026.
  • AllianzIM International Equity Buffer15 Uncapped Jan ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #666 holding.
  • Avidian Wealth Enterprises first reported a position in AllianzIM International Equity Buffer15 Uncapped Jan ETF in Q1 2026 and has held it in 3 quarters since.
  • Avidian Wealth Enterprises's AllianzIM International Equity Buffer15 Uncapped Jan ETF position peaked at $247K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held AllianzIM International Equity Buffer15 Uncapped Jan ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.