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Cassady Wealth & Retirement Planning’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

Cassady Wealth & Retirement Planning’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
Q2 		$244K Sell
5,551
-256
-4% -$11K 0.11% 93
2026
Q1 		$249K Sell
5,807
-24
-0.4% -$988 0.13% 91
2025
Q4 		$240K Buy
+5,831
New +$235K 0.16% 88

Other funds holding JANT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
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
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
ASGL
Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Cassady Wealth & Retirement Planning's JANT Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning reduced its AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) stake by 4.4% in Q2 2026, selling an estimated $11K and leaving 5,551 shares worth $244K. The position accounts for 0.11% of the portfolio, ranked #93.

Cassady Wealth & Retirement Planning first reported a position in JANT in Q4 2025 and has held it in 3 quarters since. The position peaked at $249K in Q1 2026. 21 funds tracked by Wall St. Rank hold JANT as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 5,551 shares of AllianzIM U.S. Equity Buffer10 Jan ETF worth $244K as of Q2 2026.
  • Cassady Wealth & Retirement Planning sold 256 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q2 2026, an estimated $11K.
  • AllianzIM U.S. Equity Buffer10 Jan ETF made up 0.11% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #93 holding.
  • Cassady Wealth & Retirement Planning first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q4 2025 and has held it in 3 quarters since.
  • Cassady Wealth & Retirement Planning's AllianzIM U.S. Equity Buffer10 Jan ETF position peaked at $249K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.