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Retirement Guys Formula’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Retirement Guys Formula’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
2022
Q4 		– Sell
-11,435
Closed -$280K – 124
2022
Q3 		$280K Hold
11,435
– – 0.29% 98
2022
Q2 		$281K Hold
11,435
– – 0.29% 104
2022
Q1 		$299K Hold
11,435
– – 0.2% 89
2021
Q4 		$304K Buy
+11,435
New +$303K 0.24% 79

Other funds holding JANW

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Retirement Guys Formula's JANW Position: Q4 2022 in Review

Retirement Guys Formula sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q4 2022, closing a stake of 11,435 shares — an estimated $280K sold.

Retirement Guys Formula first reported a position in JANW in Q4 2021 and held it in 4 quarters. The position peaked at $304K in Q4 2021. 24 funds tracked by Wall St. Rank hold JANW as of Q4 2022.

  • Retirement Guys Formula reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q4 2022 after selling out during the quarter.
  • Retirement Guys Formula sold 11,435 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q4 2022, an estimated $280K.
  • Retirement Guys Formula first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2021 and held it in 4 quarters.
  • Retirement Guys Formula's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $304K in Q4 2021.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q4 2022.

Based on Retirement Guys Formula's 13F filing for Q4 2022, filed 14 Feb 2023.