Envestnet Portfolio Solutions’s AllianzIM U.S. Large Cap Buffer10 Jan ETF JANT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,574
| Closed | -$309K | – | 1679 |
|
|
2024
Q4 | $309K | Sell |
8,574
-549
| -6% | -$19.8K | ﹤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% | +$87.6K | ﹤0.01% | 1353 |
|
|
2023
Q4 | $201K | Buy |
+6,468
| New | +$201K | ﹤0.01% | 1499 |
|