MWM
JANT icon

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

Modern 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
2026
Q1 		$1.88M Sell
46,571
-2,337
-5% -$96.2K 0.03% 314
2025
Q4 		$2.02M Sell
48,908
-20,445
-29% -$824K 0.04% 294
2025
Q3 		$2.76M Sell
69,353
-844
-1% -$32.7K 0.05% 248
2025
Q2 		$2.65M Buy
+70,197
New +$2.5M 0.07% 235

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 $79.5B AUM 27.1% 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
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
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

Modern Wealth Management's JANT Position: Q1 2026 in Review

Modern Wealth Management reduced its AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) stake by 4.8% in Q1 2026, selling an estimated $96.2K and leaving 46,571 shares worth $1.88M. The position accounts for 0.03% of the portfolio, ranked #314.

Modern Wealth Management first reported a position in JANT in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.76M in Q3 2025. 48 funds tracked by Wall St. Rank hold JANT as of Q1 2026.

  • Modern Wealth Management held 46,571 shares of AllianzIM U.S. Equity Buffer10 Jan ETF worth $1.88M as of Q1 2026.
  • Modern Wealth Management sold 2,337 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q1 2026, an estimated $96.2K.
  • AllianzIM U.S. Equity Buffer10 Jan ETF made up 0.03% of Modern Wealth Management's portfolio in Q1 2026, its #314 holding.
  • Modern Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q2 2025 and has held it in 4 quarters since.
  • Modern Wealth Management's AllianzIM U.S. Equity Buffer10 Jan ETF position peaked at $2.76M in Q3 2025.
  • 48 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.