Creative Planning’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

Creative 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
2025 Q1	–	Sell	-8,171	Closed	-$295K	–	3599
2024 Q4	$295K	Hold	8,171	–	–	﹤0.01%	2679
2024 Q3	$287K	Buy	+8,171	New	+$281K	﹤0.01%	2549

Other funds holding JANT

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

FWM

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return

KCM

Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Creative Planning's JANT Position: Q1 2025 in Review

Creative Planning sold out of AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) in Q1 2025, closing a stake of 8,171 shares — an estimated $295K sold.

Creative Planning first reported a position in JANT in Q3 2024 and held it in 2 quarters. The position peaked at $295K in Q4 2024. 49 funds tracked by Wall St. Rank hold JANT as of Q1 2025.

Creative Planning reported no remaining AllianzIM U.S. Equity Buffer10 Jan ETF position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 8,171 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q1 2025, an estimated $295K.
Creative Planning first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q3 2024 and held it in 2 quarters.
Creative Planning's AllianzIM U.S. Equity Buffer10 Jan ETF position peaked at $295K in Q4 2024.
49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.