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PRW Wealth Management’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

PRW Wealth Management’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
2023
Q2 		– Sell
-135,540
Closed -$3.69M – 100
2023
Q1 		$3.69M Buy
135,540
+416
+0.3% +$10.9K 1.44% 20
2022
Q4 		$3.42M Buy
+135,124
New +$3.42M 1.47% 12

Other funds holding JANT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

PRW Wealth Management's JANT Position: Q2 2023 in Review

PRW Wealth Management sold out of AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) in Q2 2023, closing a stake of 135,540 shares — an estimated $3.69M sold.

PRW Wealth Management first reported a position in JANT in Q4 2022 and held it in 2 quarters. The position peaked at $3.69M in Q1 2023. 23 funds tracked by Wall St. Rank hold JANT as of Q2 2023.

  • PRW Wealth Management reported no remaining AllianzIM U.S. Equity Buffer10 Jan ETF position as of Q2 2023 after selling out during the quarter.
  • PRW Wealth Management sold 135,540 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q2 2023, an estimated $3.69M.
  • PRW Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q4 2022 and held it in 2 quarters.
  • PRW Wealth Management's AllianzIM U.S. Equity Buffer10 Jan ETF position peaked at $3.69M in Q1 2023.
  • 23 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q2 2023.

Based on PRW Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.