Discipline Wealth Solutions »

Allianzim Us Buffered 15 Uncapped Jan shares owned by Discipline Wealth Solutions

Quarter-by-quarter ownership of Allianzim Us Buffered 15 Uncapped Jan (JANU) shares owned by Discipline Wealth Solutions from 13F filings

Historical chart of Discipline Wealth Solutions investment in Allianzim Us Buffered 15 Uncapped Jan

Tip: Access up to 7 years of quarterly data

All positions including Allianzim Us Buffered 15 Uncapped Jan held by Discipline Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Allianzim Us Buffered 15 Uncapped Jan by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.6M 202k 27.63
2025-06-30 $5.1M 195k 26.03
2025-03-31 $4.7M 195k 24.32

More positions owned by Discipline Wealth Solutions

Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Aim Etf Products Trust Allianzim Us Equ (JANU)

View all positions for Discipline Wealth Solutions

Top funds holding Allianzim Us Buffered 15 Uncapped Jan

Sterling Manor Financial
RFG Advisory
Discipline Wealth Solutions
Stephens
Authentikos Wealth Advisory
USA Financial Portformulas
Kestra Advisory Services
ARS Wealth Advisors Group
Creative Financial Designs
Savant Capital Management
Commonwealth Equity Services
Susquehanna International
Cetera Investment Advisers
Transcendent Capital Group
Citadel Advisors

View all funds holding Allianzim Us Buffered 15 Uncapped Jan