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Richard W. Paul & Associates’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

Richard W. Paul & Associates’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
-50
Closed -$1.35K – 560
2023
Q1 		$1.35K Hold
50
– – ﹤0.01% 462
2022
Q4 		$1.26K Buy
+50
New +$1.26K ﹤0.01% 454

Other funds holding JANT

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Richard W. Paul & Associates's JANT Position: Q2 2023 in Review

Richard W. Paul & Associates sold out of AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) in Q2 2023, closing a stake of 50 shares — an estimated $1.35K sold.

Richard W. Paul & Associates first reported a position in JANT in Q4 2022 and held it in 2 quarters. The position peaked at $1.35K in Q1 2023. 23 funds tracked by Wall St. Rank hold JANT as of Q2 2023.

  • Richard W. Paul & Associates reported no remaining AllianzIM U.S. Equity Buffer10 Jan ETF position as of Q2 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 50 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q2 2023, an estimated $1.35K.
  • Richard W. Paul & Associates first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q4 2022 and held it in 2 quarters.
  • Richard W. Paul & Associates's AllianzIM U.S. Equity Buffer10 Jan ETF position peaked at $1.35K in Q1 2023.
  • 23 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q2 2023.

Based on Richard W. Paul & Associates's 13F filing for Q2 2023, filed 25 Jul 2023.