Panoramic Investment Advisors’s AllianzIM U.S. Large Cap Buffer10 Jan ETF JANT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Hold |
12,125
| – | – | 0.28% | 69 |
|
|
2025
Q1 | $426K | Buy |
12,125
+450
| +4% | +$15.8K | 0.29% | 71 |
|
|
2024
Q4 | $421K | Hold |
11,675
| – | – | 0.27% | 74 |
|
|
2024
Q3 | $410K | Buy |
+11,675
| New | +$410K | 0.28% | 77 |
|
|
2024
Q1 | $385K | Buy |
11,675
+1,850
| +19% | +$61K | 0.28% | 71 |
|
|
2023
Q4 | $306K | Hold |
9,825
| – | – | 0.26% | 77 |
|
|
2023
Q3 | $276K | Buy |
+9,825
| New | +$276K | 0.25% | 78 |
|