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Sound Income Strategies’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-59
Closed -$1.85K – 1439
2024
Q1 		$1.85K Buy
+59
New +$1.82K ﹤0.01% 1076

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 $79.5B AUM 27.1% 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 $3.97B AUM 32.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sound Income Strategies's JANW Position: Q2 2024 in Review

Sound Income Strategies sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q2 2024, closing a stake of 59 shares — an estimated $1.85K sold.

Sound Income Strategies first reported a position in JANW in Q1 2024 and held it in 1 quarter. The position peaked at $1.85K in Q1 2024. 60 funds tracked by Wall St. Rank hold JANW as of Q2 2024.

  • Sound Income Strategies reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q2 2024 after selling out during the quarter.
  • Sound Income Strategies sold 59 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2024, an estimated $1.85K.
  • Sound Income Strategies first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2024 and held it in 1 quarter.
  • Sound Income Strategies's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $1.85K in Q1 2024.
  • 60 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2024.

Based on Sound Income Strategies's 13F filing for Q2 2024, filed 12 Jul 2024.