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Oliver Lagore Vanvalin Investment Group’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024
Q4 		$1.88K Hold
52
– – ﹤0.01% 585
2024
Q3 		$1.83K Hold
52
– – ﹤0.01% 584
2024
Q2 		$1.77K Hold
52
– – ﹤0.01% 609
2024
Q1 		$1.72K Hold
52
– – ﹤0.01% 631
2023
Q4 		$1.62K Hold
52
– – ﹤0.01% 646
2023
Q3 		$1.46K Sell
52
-94
-64% -$2.71K ﹤0.01% 723
2023
Q2 		$4.2K Buy
+146
New +$4.01K ﹤0.01% 593

Other funds holding JANT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's JANT Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group held its AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) position steady in Q4 2024 at 52 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Oliver Lagore Vanvalin Investment Group first reported a position in JANT in Q2 2023 and has held it in 7 quarters since. The position peaked at $4.2K in Q2 2023. 49 funds tracked by Wall St. Rank hold JANT as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 52 shares of AllianzIM U.S. Equity Buffer10 Jan ETF worth $1.88K as of Q4 2024.
  • Oliver Lagore Vanvalin Investment Group left its AllianzIM U.S. Equity Buffer10 Jan ETF share count unchanged in Q4 2024.
  • AllianzIM U.S. Equity Buffer10 Jan ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #585 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q2 2023 and has held it in 7 quarters since.
  • Oliver Lagore Vanvalin Investment Group's AllianzIM U.S. Equity Buffer10 Jan ETF position peaked at $4.2K in Q2 2023.
  • 49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.