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BluePath Capital Management’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

BluePath Capital 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
2023
Q4 		– Sell
-1,172
Closed -$32.9K – 221
2023
Q3 		$32.9K Buy
+1,172
New +$33.8K 0.03% 242

Other funds holding JANT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 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
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BluePath Capital Management's JANT Position: Q4 2023 in Review

BluePath Capital Management sold out of AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) in Q4 2023, closing a stake of 1,172 shares — an estimated $32.9K sold.

BluePath Capital Management first reported a position in JANT in Q3 2023 and held it in 1 quarter. The position peaked at $32.9K in Q3 2023. 28 funds tracked by Wall St. Rank hold JANT as of Q4 2023.

  • BluePath Capital Management reported no remaining AllianzIM U.S. Equity Buffer10 Jan ETF position as of Q4 2023 after selling out during the quarter.
  • BluePath Capital Management sold 1,172 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q4 2023, an estimated $32.9K.
  • BluePath Capital Management first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q3 2023 and held it in 1 quarter.
  • BluePath Capital Management's AllianzIM U.S. Equity Buffer10 Jan ETF position peaked at $32.9K in Q3 2023.
  • 28 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q4 2023.

Based on BluePath Capital Management's 13F filing for Q4 2023, filed 11 Jan 2024.