Envestnet Portfolio Solutions
JANT icon

Envestnet Portfolio Solutions’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

Envestnet Portfolio Solutions’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
-8,574
Closed -$309K – 1679
2024
Q4 		$309K Sell
8,574
-549
-6% -$19.6K ﹤0.01% 1492
2024
Q3 		$320K Hold
9,123
– – ﹤0.01% 1413
2024
Q2 		$311K Hold
9,123
– – ﹤0.01% 1361
2024
Q1 		$301K Buy
9,123
+2,655
+41% +$84.9K ﹤0.01% 1353
2023
Q4 		$201K Buy
+6,468
New +$189K ﹤0.01% 1499

Other funds holding JANT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FI
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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Envestnet Portfolio Solutions's JANT Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) in Q1 2025, closing a stake of 8,574 shares — an estimated $309K sold.

Envestnet Portfolio Solutions first reported a position in JANT in Q4 2023 and held it in 5 quarters. The position peaked at $320K in Q3 2024. 49 funds tracked by Wall St. Rank hold JANT as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining AllianzIM U.S. Equity Buffer10 Jan ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 8,574 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q1 2025, an estimated $309K.
  • Envestnet Portfolio Solutions first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q4 2023 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's AllianzIM U.S. Equity Buffer10 Jan ETF position peaked at $320K in Q3 2024.
  • 49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.