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Oliver Lagore Vanvalin Investment Group’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio JANW Stock Details JANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,553
Closed -$47.1K – 785
2023
Q4 		$47.1K Buy
1,553
+1,478
+1,971% +$43.6K 0.02% 219
2023
Q3 		$2.16K Buy
+75
New +$2.18K ﹤0.01% 681

Other funds holding JANW

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's JANW Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q1 2024, closing a stake of 1,553 shares — an estimated $47.1K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in JANW in Q3 2023 and held it in 2 quarters. The position peaked at $47.1K in Q4 2023. 55 funds tracked by Wall St. Rank hold JANW as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 1,553 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2024, an estimated $47.1K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q3 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $47.1K in Q4 2023.
  • 55 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.