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Lord & Richards Wealth Management’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

Lord & Richards Wealth 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 		– Sell
-2,302
Closed -$80.9K – 108
2025
Q1 		$80.9K Buy
+2,302
New +$83.3K 0.09% 80

Other funds holding JANT

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AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
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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
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 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

Lord & Richards Wealth Management's JANT Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) in Q2 2025, closing a stake of 2,302 shares — an estimated $80.9K sold.

Lord & Richards Wealth Management first reported a position in JANT in Q1 2025 and held it in 1 quarter. The position peaked at $80.9K in Q1 2025. 53 funds tracked by Wall St. Rank hold JANT as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining AllianzIM U.S. Equity Buffer10 Jan ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 2,302 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q2 2025, an estimated $80.9K.
  • Lord & Richards Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's AllianzIM U.S. Equity Buffer10 Jan ETF position peaked at $80.9K in Q1 2025.
  • 53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.