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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
Q2 		– Sell
-46,571
Closed -$1.88M – 1128
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 $85.1B AUM 27.35% 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 $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Modern Wealth Management's JANT Position: Q2 2026 in Review

Modern Wealth Management sold out of AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) in Q2 2026, closing a stake of 46,571 shares — an estimated $1.88M sold.

Modern Wealth Management first reported a position in JANT in Q2 2025 and held it in 4 quarters. The position peaked at $2.76M in Q3 2025. 44 funds tracked by Wall St. Rank hold JANT as of Q2 2026.

  • Modern Wealth Management reported no remaining AllianzIM U.S. Equity Buffer10 Jan ETF position as of Q2 2026 after selling out during the quarter.
  • Modern Wealth Management sold 46,571 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q2 2026, an estimated $1.88M.
  • Modern Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q2 2025 and held it in 4 quarters.
  • Modern Wealth Management's AllianzIM U.S. Equity Buffer10 Jan ETF position peaked at $2.76M in Q3 2025.
  • 44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.