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Wealthquest’s AllianzIM U.S. Equity Buffer10 Jan ETF JANT Stock Holding History

Wealthquest’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
2024
Q1 		– Sell
-38,407
Closed -$1.19M – 135
2023
Q4 		$1.19M Sell
38,407
-9,719
-20% -$284K 0.13% 46
2023
Q3 		$1.35M Buy
+48,126
New +$1.39M 0.17% 43

Other funds holding JANT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Wealthquest's JANT Position: Q1 2024 in Review

Wealthquest sold out of AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) in Q1 2024, closing a stake of 38,407 shares — an estimated $1.19M sold.

Wealthquest first reported a position in JANT in Q3 2023 and held it in 2 quarters. The position peaked at $1.35M in Q3 2023. 35 funds tracked by Wall St. Rank hold JANT as of Q1 2024.

  • Wealthquest reported no remaining AllianzIM U.S. Equity Buffer10 Jan ETF position as of Q1 2024 after selling out during the quarter.
  • Wealthquest sold 38,407 AllianzIM U.S. Equity Buffer10 Jan ETF shares in Q1 2024, an estimated $1.19M.
  • Wealthquest first reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF in Q3 2023 and held it in 2 quarters.
  • Wealthquest's AllianzIM U.S. Equity Buffer10 Jan ETF position peaked at $1.35M in Q3 2023.
  • 35 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jan ETF as of Q1 2024.

Based on Wealthquest's 13F filing for Q1 2024, filed 9 May 2024.