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

BCGM 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 Q4	–	Sell	-10,642	Closed	-$374K	–	156
2024 Q3	$374K	Hold	10,642	–	–	0.12%	112
2024 Q2	$362K	Hold	10,642	–	–	0.13%	111
2024 Q1	$351K	Hold	10,642	–	–	0.13%	108
2023 Q4	$331K	Buy	10,642 +642	+6%	+$18.7K	0.13%	100
2023 Q3	$281K	Hold	10,000	–	–	0.13%	100
2023 Q2	$287K	Hold	10,000	–	–	0.13%	98
2023 Q1	$270K	Buy	+10,000	New	+$262K	0.14%	88

Other funds holding JANT

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Q1WB

Quest 10 Wealth Builders Fuquay-Varina, Virginia $114M AUM 17.01% 1-Year Est. Return

BCGM Wealth Management's JANT Position: Q4 2024 in Review

BCGM Wealth Management sold out of AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) in Q4 2024, closing a stake of 10,642 shares — an estimated $374K sold.

BCGM Wealth Management first reported a position in JANT in Q1 2023 and held it in 7 quarters. The position peaked at $374K in Q3 2024. 49 funds tracked by Wall St. Rank hold JANT as of Q4 2024.

BCGM Wealth Management reported no remaining AllianzIM U.S. Equity Buffer10 Jan ETF position as of Q4 2024 after selling out during the quarter.
BCGM Wealth Management sold 10,642 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q4 2024, an estimated $374K.
BCGM Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q1 2023 and held it in 7 quarters.
BCGM Wealth Management's AllianzIM U.S. Equity Buffer10 Jan ETF position peaked at $374K in Q3 2024.
49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q4 2024.

Based on BCGM Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.