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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
Q2 		$321K Sell
7,294
-81
-1% -$3.48K 0.1% 123
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 $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

Nvest Financial's JANT Position: Q2 2026 in Review

Nvest Financial reduced its AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) stake by 1.1% in Q2 2026, selling an estimated $3.48K and leaving 7,294 shares worth $321K. The position accounts for 0.1% of the portfolio, ranked #123.

Nvest Financial first reported a position in JANT in Q4 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold JANT as of Q2 2026.

  • Nvest Financial held 7,294 shares of AllianzIM U.S. Equity Buffer10 Jan ETF worth $321K as of Q2 2026.
  • Nvest Financial sold 81 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q2 2026, an estimated $3.48K.
  • AllianzIM U.S. Equity Buffer10 Jan ETF made up 0.1% of Nvest Financial's portfolio in Q2 2026, its #123 holding.
  • Nvest Financial first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q4 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.