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Lloyd Advisory Services’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

Lloyd Advisory Services’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
Q1 		$58K Sell
1,447
-185
-11% -$7.62K 0.02% 252
2025
Q4 		$67.3K Buy
+1,632
New +$65.8K 0.03% 216
2025
Q3 		– Sell
-6,656
Closed -$251K – 105
2025
Q2 		$251K Sell
6,656
-235
-3% -$8.38K 0.12% 81
2025
Q1 		$242K Sell
6,891
-13
-0.2% -$471 0.12% 79
2024
Q4 		$249K Buy
+6,904
New +$246K 0.12% 78
2022
Q4 		$9.47M Buy
374,161
+7,431
+2% +$188K 6.58% 4
2022
Q3 		$8.71M Buy
366,730
+2,266
+0.6% +$57.9K 6.36% 4
2022
Q2 		$8.94M Buy
364,464
+931
+0.3% +$24K 6.96% 3
2022
Q1 		$9.98M Buy
363,533
+174,289
+92% +$4.71M 4.65% 4
2021
Q4 		$5.34M Sell
189,244
-194,442
-51% -$5.44M 2.46% 9
2021
Q3 		$10.5M Sell
383,686
-5,870
-2% -$161K 5.41% 4
2021
Q2 		$10.6M Sell
389,556
-3,975
-1% -$106K 5.37% 4
2021
Q1 		$10.2M Buy
+393,531
New +$10M 5.56% 4

Other funds holding JANT

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
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 $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $485M AUM 19.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lloyd Advisory Services's JANT Position: Q1 2026 in Review

Lloyd Advisory Services reduced its AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) stake by 11% in Q1 2026, selling an estimated $7.62K and leaving 1,447 shares worth $58K. The position accounts for 0.02% of the portfolio, ranked #252.

Lloyd Advisory Services first reported a position in JANT in Q1 2021 and has held it in 13 quarters since. The position peaked at $10.6M in Q2 2021. 48 funds tracked by Wall St. Rank hold JANT as of Q1 2026.

  • Lloyd Advisory Services held 1,447 shares of AllianzIM U.S. Equity Buffer10 Jan ETF worth $58K as of Q1 2026.
  • Lloyd Advisory Services sold 185 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q1 2026, an estimated $7.62K.
  • AllianzIM U.S. Equity Buffer10 Jan ETF made up 0.02% of Lloyd Advisory Services's portfolio in Q1 2026, its #252 holding.
  • Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q1 2021 and has held it in 13 quarters since.
  • Lloyd Advisory Services's AllianzIM U.S. Equity Buffer10 Jan ETF position peaked at $10.6M in Q2 2021.
  • 48 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.