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Allianzim U.s. Large Cap Buffer10 Jan Etf shares owned by Cassady Wealth & Retirement Planning

Quarter-by-quarter ownership of Allianzim U.s. Large Cap Buffer10 Jan Etf (JANT) shares owned by Cassady Wealth & Retirement Planning from 13F filings

Historical chart of Cassady Wealth & Retirement Planning investment in Allianzim U.s. Large Cap Buffer10 Jan Etf

Tip: Access up to 7 years of quarterly data

All positions including Allianzim U.s. Large Cap Buffer10 Jan Etf held by Cassady Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Allianzim U.s. Large Cap Buffer10 Jan Etf by Cassady Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $240k 5.8k 41.24

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Capital Group Core Balanced SHS (CGBL)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Cassady Wealth & Retirement Planning

Top funds holding Allianzim U.s. Large Cap Buffer10 Jan Etf

RFG Advisory
Advisor Group Holdings
Commonwealth Equity Services
LPL Financial
Cetera Investment Advisers
AE Wealth Management
Modern Wealth Management
Sentinus
Raymond James Financial
Golden Reserve Retirement
Susquehanna International
Old Mission Capital
Armis Advisers
Focus Financial Network
Money Concepts Capital Corp

View all funds holding Allianzim U.s. Large Cap Buffer10 Jan Etf