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

Cetera Advisors’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 		$1.97M Buy
62,552
+42,118
+206% +$1.3M 0.02% 828
2023
Q4 		$619K Sell
20,434
-17,044
-45% -$503K 0.01% 1009
2023
Q3 		$1.08M Sell
37,478
-26,631
-42% -$773K 0.02% 696
2023
Q2 		$1.85M Sell
64,109
-4,080
-6% -$114K 0.03% 487
2023
Q1 		$1.88M Sell
68,189
-401
-0.6% -$10.9K 0.03% 464
2022
Q4 		$1.81M Buy
+68,590
New +$1.76M 0.03% 470

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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
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
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
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Cetera Advisors's JANW Position: Q1 2024 in Review

Cetera Advisors increased its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 206% in Q1 2024, buying an estimated $1.3M and bringing the position to 62,552 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #828.

Cetera Advisors 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 Advisors held 62,552 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $1.97M as of Q1 2024.
  • Cetera Advisors bought 42,118 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2024, an estimated $1.3M.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #828 holding.
  • Cetera Advisors 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.