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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
-40,824
Closed -$1.54M – 219
2025
Q2 		$1.54M Buy
40,824
+455
+1% +$16.2K 0.26% 66
2025
Q1 		$1.42M Buy
40,369
+25,562
+173% +$925K 0.31% 62
2024
Q4 		$534K Buy
+14,807
New +$527K 0.35% 66

Other funds holding JANT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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 40,824 shares — an estimated $1.54M sold.

LifeWealth Investments first reported a position in JANT in Q4 2024 and held it in 3 quarters. The position peaked at $1.54M 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 40,824 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q3 2025, an estimated $1.54M.
  • 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 $1.54M 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.