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

Kaye Capital 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
Q2 		$2.65M Sell
70,197
-3,940
-5% -$141K 1.02% 23
2025
Q1 		$2.61M Buy
+74,137
New +$2.68M 1.06% 20

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 $87.8M AUM 10.63% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kaye Capital Management's JANT Position: Q2 2025 in Review

Kaye Capital Management reduced its AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) stake by 5.3% in Q2 2025, selling an estimated $141K and leaving 70,197 shares worth $2.65M. The position accounts for 1.02% of the portfolio, ranked #23.

Kaye Capital Management first reported a position in JANT in Q1 2025 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold JANT as of Q2 2025.

  • Kaye Capital Management held 70,197 shares of AllianzIM U.S. Equity Buffer10 Jan ETF worth $2.65M as of Q2 2025.
  • Kaye Capital Management sold 3,940 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q2 2025, an estimated $141K.
  • AllianzIM U.S. Equity Buffer10 Jan ETF made up 1.02% of Kaye Capital Management's portfolio in Q2 2025, its #23 holding.
  • Kaye Capital Management first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q1 2025 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q2 2025.

Based on Kaye Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.