Carson Wealth (CWM LLC)
JANT icon

Carson Wealth (CWM LLC)’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		– Sell
-41
Closed -$1K – 4520
2023
Q4 		$1K Hold
41
– – ﹤0.01% 3971
2023
Q3 		$1K Hold
41
– – ﹤0.01% 4006
2023
Q2 		$1K Hold
41
– – ﹤0.01% 3982
2023
Q1 		$1K Sell
41
-46
-53% -$1.21K ﹤0.01% 3858
2022
Q4 		$2K Buy
+87
New +$2.2K ﹤0.01% 3573

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JANT Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) in Q1 2024, closing a stake of 41 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in JANT in Q4 2022 and held it in 5 quarters. The position peaked at $2K in Q4 2022. 35 funds tracked by Wall St. Rank hold JANT as of Q1 2024.

  • Carson Wealth (CWM LLC) reported no remaining AllianzIM U.S. Equity Buffer10 Jan ETF position as of Q1 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 41 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q1 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q4 2022 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s AllianzIM U.S. Equity Buffer10 Jan ETF position peaked at $2K in Q4 2022.
  • 35 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.