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Impact Partnership Wealth’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

Impact Partnership Wealth’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
2023
Q3 		– Sell
-183
Closed -$5.26K – 1122
2023
Q2 		$5.26K Buy
+183
New +$5.03K ﹤0.01% 495

Other funds holding JANT

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Impact Partnership Wealth's JANT Position: Q3 2023 in Review

Impact Partnership Wealth sold out of AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) in Q3 2023, closing a stake of 183 shares — an estimated $5.26K sold.

Impact Partnership Wealth first reported a position in JANT in Q2 2023 and held it in 1 quarter. The position peaked at $5.26K in Q2 2023. 27 funds tracked by Wall St. Rank hold JANT as of Q3 2023.

  • Impact Partnership Wealth reported no remaining AllianzIM U.S. Equity Buffer10 Jan ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 183 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q3 2023, an estimated $5.26K.
  • Impact Partnership Wealth first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's AllianzIM U.S. Equity Buffer10 Jan ETF position peaked at $5.26K in Q2 2023.
  • 27 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.