Cetera Advisor Networks’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Cetera Advisor Networks’s Portfolio JANW Stock Details JANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$6.08M	Buy	193,278 +40,445	+26%	+$1.25M	0.03%	554
2023 Q4	$4.63M	Buy	152,833 +3,687	+2%	+$109K	0.03%	608
2023 Q3	$4.3M	Sell	149,146 -2,664	-2%	-$77.3K	0.03%	576
2023 Q2	$4.38M	Sell	151,810 -7,103	-4%	-$199K	0.03%	545
2023 Q1	$4.38M	Buy	158,913 +114,836	+261%	+$3.11M	0.03%	538
2022 Q4	$1.17M	Buy	+44,077	New	+$1.13M	0.01%	1103

Other funds holding JANW

AWM

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

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

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

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

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Cetera Advisor Networks's JANW Position: Q1 2024 in Review

Cetera Advisor Networks increased its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 26% in Q1 2024, buying an estimated $1.25M and bringing the position to 193,278 shares worth $6.08M. The position accounts for 0.03% of the portfolio, ranked #554.

Cetera Advisor Networks first reported a position in JANW in Q4 2022 and has held it in 6 quarters since. 55 funds tracked by Wall St. Rank hold JANW as of Q1 2024.

Cetera Advisor Networks held 193,278 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $6.08M as of Q1 2024.
Cetera Advisor Networks bought 40,445 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2024, an estimated $1.25M.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #554 holding.
Cetera Advisor Networks first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2022 and has held it in 6 quarters since.
55 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.