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Allianzim U.s. Large Cap Buffer10 Jan Etf shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management 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 Modern Wealth Management 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 69k 39.78
2025-06-30 $2.7M 70k 37.78

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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

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

Commonwealth Equity Services
Advisor Group Holdings
RFG Advisory
Kaye Capital Management
Modern Wealth Management
Gradient Investments
AE Wealth Management
Cetera Investment Advisers
LPL Financial
Raymond James Financial
Old Mission Capital
Atria Wealth Solutions
Susquehanna International
Sentinus
Focus Financial Network

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