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LifeWealth Investments’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

LifeWealth Investments’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
Q3 		– Sell
-22,360
Closed -$845K – 153
2025
Q2 		$845K Buy
22,360
+2,020
+10% +$72.1K 0.31% 62
2025
Q1 		$715K Buy
20,340
+5,533
+37% +$200K 0.34% 60
2024
Q4 		$534K Buy
+14,807
New +$527K 0.35% 66

Other funds holding JANT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

LifeWealth Investments's JANT Position: Q3 2025 in Review

LifeWealth Investments sold out of AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) in Q3 2025, closing a stake of 22,360 shares — an estimated $845K sold.

LifeWealth Investments first reported a position in JANT in Q4 2024 and held it in 3 quarters. The position peaked at $845K in Q2 2025. 44 funds tracked by Wall St. Rank hold JANT as of Q3 2025.

  • LifeWealth Investments reported no remaining AllianzIM U.S. Equity Buffer10 Jan ETF position as of Q3 2025 after selling out during the quarter.
  • LifeWealth Investments sold 22,360 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q3 2025, an estimated $845K.
  • LifeWealth Investments first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q4 2024 and held it in 3 quarters.
  • LifeWealth Investments's AllianzIM U.S. Equity Buffer10 Jan ETF position peaked at $845K in Q2 2025.
  • 44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q3 2025.

Based on LifeWealth Investments's 13F filing for Q3 2025, filed 20 Oct 2025.