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Axxcess Wealth Management’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

Axxcess Wealth Management’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
2024
Q3 		– Sell
-108,297
Closed -$3.69M – 919
2024
Q2 		$3.69M Sell
108,297
-74,987
-41% -$2.49M 0.1% 166
2024
Q1 		$6.04M Buy
183,284
+124,835
+214% +$3.99M 0.17% 114
2023
Q4 		$1.82M Buy
+58,449
New +$1.71M 0.05% 261

Other funds holding JANT

GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Axxcess Wealth Management's JANT Position: Q3 2024 in Review

Axxcess Wealth Management sold out of AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) in Q3 2024, closing a stake of 108,297 shares — an estimated $3.69M sold.

Axxcess Wealth Management first reported a position in JANT in Q4 2023 and held it in 3 quarters. The position peaked at $6.04M in Q1 2024. 37 funds tracked by Wall St. Rank hold JANT as of Q3 2024.

  • Axxcess Wealth Management reported no remaining AllianzIM U.S. Equity Buffer10 Jan ETF position as of Q3 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 108,297 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q3 2024, an estimated $3.69M.
  • Axxcess Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q4 2023 and held it in 3 quarters.
  • Axxcess Wealth Management's AllianzIM U.S. Equity Buffer10 Jan ETF position peaked at $6.04M in Q1 2024.
  • 37 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q3 2024.

Based on Axxcess Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.