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Gladstone Institutional Advisory’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

Gladstone Institutional Advisory’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
Q2 		– Sell
-67,832
Closed -$2.38M – 773
2025
Q1 		$2.38M Sell
67,832
-78,583
-54% -$2.84M 0.11% 198
2024
Q4 		$5.28M Sell
146,415
-27,591
-16% -$983K 0.25% 94
2024
Q3 		$6.11M Buy
174,006
+161,702
+1,314% +$5.56M 0.3% 81
2024
Q2 		$419K Buy
+12,304
New +$408K 0.02% 461

Other funds holding JANT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Gladstone Institutional Advisory's JANT Position: Q2 2025 in Review

Gladstone Institutional Advisory sold out of AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) in Q2 2025, closing a stake of 67,832 shares — an estimated $2.38M sold.

Gladstone Institutional Advisory first reported a position in JANT in Q2 2024 and held it in 4 quarters. The position peaked at $6.11M in Q3 2024. 53 funds tracked by Wall St. Rank hold JANT as of Q2 2025.

  • Gladstone Institutional Advisory reported no remaining AllianzIM U.S. Equity Buffer10 Jan ETF position as of Q2 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 67,832 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q2 2025, an estimated $2.38M.
  • Gladstone Institutional Advisory first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q2 2024 and held it in 4 quarters.
  • Gladstone Institutional Advisory's AllianzIM U.S. Equity Buffer10 Jan ETF position peaked at $6.11M in Q3 2024.
  • 53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q2 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.