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Nvest Financial’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

Nvest Financial’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 		$296K Buy
7,375
+2,402
+48% +$98.9K 0.11% 120
2025
Q4 		$205K Buy
+4,973
New +$201K 0.09% 127

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

Nvest Financial's JANT Position: Q1 2026 in Review

Nvest Financial increased its AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) stake by 48% in Q1 2026, buying an estimated $98.9K and bringing the position to 7,375 shares worth $296K. The position accounts for 0.11% of the portfolio, ranked #120.

Nvest Financial first reported a position in JANT in Q4 2025 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold JANT as of Q1 2026.

  • Nvest Financial held 7,375 shares of AllianzIM U.S. Equity Buffer10 Jan ETF worth $296K as of Q1 2026.
  • Nvest Financial bought 2,402 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q1 2026, an estimated $98.9K.
  • AllianzIM U.S. Equity Buffer10 Jan ETF made up 0.11% of Nvest Financial's portfolio in Q1 2026, its #120 holding.
  • Nvest Financial first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q4 2025 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.