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Patriot Financial Group Insurance Agency’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Patriot Financial Group Insurance Agency’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
2023
Q1 		– Sell
-7,585
Closed -$201K – 476
2022
Q4 		$201K Buy
+7,585
New +$195K 0.03% 398
2022
Q3 		– Sell
-6,237
Closed -$153K – 1189
2022
Q2 		$153K Buy
+6,237
New +$157K 0.03% 443

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CAN
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BWM
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Envestnet Asset Management
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RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JANW Position: Q1 2023 in Review

Patriot Financial Group Insurance Agency sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q1 2023, closing a stake of 7,585 shares — an estimated $201K sold.

Patriot Financial Group Insurance Agency first reported a position in JANW in Q2 2022 and held it in 2 quarters. The position peaked at $201K in Q4 2022. 33 funds tracked by Wall St. Rank hold JANW as of Q1 2023.

  • Patriot Financial Group Insurance Agency reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 7,585 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2023, an estimated $201K.
  • Patriot Financial Group Insurance Agency first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q2 2022 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $201K in Q4 2022.
  • 33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2023, filed 20 Apr 2023.