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NBC Securities’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

NBC Securities’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
2023
Q4 		– Sell
-4,132
Closed -$116K – 2177
2023
Q3 		$116K Buy
+4,132
New +$119K 0.01% 887

Other funds holding JANT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
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
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NBC Securities's JANT Position: Q4 2023 in Review

NBC Securities sold out of AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) in Q4 2023, closing a stake of 4,132 shares — an estimated $116K sold.

NBC Securities first reported a position in JANT in Q3 2023 and held it in 1 quarter. The position peaked at $116K in Q3 2023. 28 funds tracked by Wall St. Rank hold JANT as of Q4 2023.

  • NBC Securities reported no remaining AllianzIM U.S. Equity Buffer10 Jan ETF position as of Q4 2023 after selling out during the quarter.
  • NBC Securities sold 4,132 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q4 2023, an estimated $116K.
  • NBC Securities first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q3 2023 and held it in 1 quarter.
  • NBC Securities's AllianzIM U.S. Equity Buffer10 Jan ETF position peaked at $116K in Q3 2023.
  • 28 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q4 2023.

Based on NBC Securities's 13F filing for Q4 2023, filed 7 Feb 2024.