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

Blue Bell Private 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
2026 Q1	$758K	Buy	18,907 +9,004	+91%	+$371K	0.11%	126
2025 Q4	$408K	Sell	9,903 -665	-6%	-$26.8K	0.06%	178
2025 Q3	$420K	Hold	10,568	–	–	0.06%	170
2025 Q2	$399K	Sell	10,568 -14	-0.1%	-$500	0.07%	163
2025 Q1	$372K	Hold	10,582	–	–	0.07%	157
2024 Q4	$382K	Sell	10,582 -2,425	-19%	-$86.4K	0.07%	150
2024 Q3	$457K	Hold	13,007	–	–	0.09%	134
2024 Q2	$443K	Sell	13,007 -40	-0.3%	-$1.33K	0.09%	127
2024 Q1	$430K	Buy	13,047 +1,104	+9%	+$35.3K	0.09%	120
2023 Q4	$371K	Sell	11,943 -38	-0.3%	-$1.11K	0.09%	122
2023 Q3	$337K	Sell	11,981 -40	-0.3%	-$1.16K	0.09%	111
2023 Q2	$346K	Buy	12,021 +6,000	+100%	+$165K	0.09%	105
2023 Q1	$162K	Buy	6,021 +2,721	+82%	+$71.4K	0.05%	136
2022 Q4	$83.5K	Hold	3,300	–	–	0.03%	178
2022 Q3	$78K	Hold	3,300	–	–	0.03%	179
2022 Q2	$81K	Buy	3,300 +1,300	+65%	+$33.5K	0.03%	180
2022 Q1	$55K	Buy	+2,000	New	+$54.1K	0.02%	214

Other funds holding JANT

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GRR

Golden Reserve Retirement Dublin, Ohio $485M AUM 19.33% 1-Year Est. Return

AWM

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

Blue Bell Private Wealth Management's JANT Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) stake by 91% in Q1 2026, buying an estimated $371K and bringing the position to 18,907 shares worth $758K. The position accounts for 0.11% of the portfolio, ranked #126.

Blue Bell Private Wealth Management first reported a position in JANT in Q1 2022 and has held it in 17 quarters since. 48 funds tracked by Wall St. Rank hold JANT as of Q1 2026.

Blue Bell Private Wealth Management held 18,907 shares of AllianzIM U.S. Equity Buffer10 Jan ETF worth $758K as of Q1 2026.
Blue Bell Private Wealth Management bought 9,004 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q1 2026, an estimated $371K.
AllianzIM U.S. Equity Buffer10 Jan ETF made up 0.11% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #126 holding.
Blue Bell Private Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q1 2022 and has held it in 17 quarters since.
48 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.