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TRUADVICE’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

TRUADVICE’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
2021
Q4 		– Sell
-19,920
Closed -$529K – 111
2021
Q3 		$529K Sell
19,920
-116
-0.6% -$3.05K 0.48% 60
2021
Q2 		$525K Buy
20,036
+116
+0.6% +$3.01K 0.11% 160
2021
Q1 		$516K Buy
+19,920
New +$502K 0.15% 126

Other funds holding JANW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

TRUADVICE's JANW Position: Q4 2021 in Review

TRUADVICE sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q4 2021, closing a stake of 19,920 shares — an estimated $529K sold.

TRUADVICE first reported a position in JANW in Q1 2021 and held it in 3 quarters. The position peaked at $529K in Q3 2021. 13 funds tracked by Wall St. Rank hold JANW as of Q4 2021.

  • TRUADVICE reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q4 2021 after selling out during the quarter.
  • TRUADVICE sold 19,920 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q4 2021, an estimated $529K.
  • TRUADVICE first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2021 and held it in 3 quarters.
  • TRUADVICE's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $529K in Q3 2021.
  • 13 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q4 2021.

Based on TRUADVICE's 13F filing for Q4 2021, filed 9 Feb 2022.