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Secured Retirement Advisors’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Secured Retirement Advisors’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
2024
Q3 		– Sell
-12,345
Closed -$398K – 126
2024
Q2 		$398K Sell
12,345
-1,064
-8% -$33.6K 0.31% 78
2024
Q1 		$422K Buy
+13,409
New +$413K 0.36% 77

Other funds holding JANW

CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Secured Retirement Advisors's JANW Position: Q3 2024 in Review

Secured Retirement Advisors sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q3 2024, closing a stake of 12,345 shares — an estimated $398K sold.

Secured Retirement Advisors first reported a position in JANW in Q1 2024 and held it in 2 quarters. The position peaked at $422K in Q1 2024. 57 funds tracked by Wall St. Rank hold JANW as of Q3 2024.

  • Secured Retirement Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q3 2024 after selling out during the quarter.
  • Secured Retirement Advisors sold 12,345 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q3 2024, an estimated $398K.
  • Secured Retirement Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2024 and held it in 2 quarters.
  • Secured Retirement Advisors's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $422K in Q1 2024.
  • 57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q3 2024.

Based on Secured Retirement Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.