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GeoWealth Management’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

GeoWealth Management’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
-4,660
Closed -$168K – 1456
2024
Q4 		$168K Buy
+4,660
New +$166K 0.01% 822

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 $87.8M AUM 10.63% 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

GeoWealth Management's JANT Position: Q1 2025 in Review

GeoWealth Management sold out of AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) in Q1 2025, closing a stake of 4,660 shares — an estimated $168K sold.

GeoWealth Management first reported a position in JANT in Q4 2024 and held it in 1 quarter. The position peaked at $168K in Q4 2024. 49 funds tracked by Wall St. Rank hold JANT as of Q1 2025.

  • GeoWealth Management reported no remaining AllianzIM U.S. Equity Buffer10 Jan ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 4,660 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q1 2025, an estimated $168K.
  • GeoWealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's AllianzIM U.S. Equity Buffer10 Jan ETF position peaked at $168K in Q4 2024.
  • 49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.