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Joseph P. Lucia & Associates’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

Joseph P. Lucia & Associates’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
2026
Q2 		$224K Hold
5,099
– – 0.07% 172
2026
Q1 		$205K Sell
5,099
-70
-1% -$2.88K 0.07% 162
2025
Q4 		$213K Hold
5,169
– – 0.08% 152
2025
Q3 		$206K Buy
+5,169
New +$200K 0.08% 152

Other funds holding JANT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Joseph P. Lucia & Associates's JANT Position: Q2 2026 in Review

Joseph P. Lucia & Associates held its AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) position steady in Q2 2026 at 5,099 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #172.

Joseph P. Lucia & Associates first reported a position in JANT in Q3 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold JANT as of Q2 2026.

  • Joseph P. Lucia & Associates held 5,099 shares of AllianzIM U.S. Equity Buffer10 Jan ETF worth $224K as of Q2 2026.
  • Joseph P. Lucia & Associates left its AllianzIM U.S. Equity Buffer10 Jan ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer10 Jan ETF made up 0.07% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #172 holding.
  • Joseph P. Lucia & Associates first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q3 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.