Advyzon Investment Management’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Advyzon Investment Management’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
2026 Q1	$5.01M	Buy	137,265 +70,229	+105%	+$2.6M	0.45%	52
2025 Q4	$2.48M	Buy	67,036 +59,802	+827%	+$2.18M	0.29%	81
2025 Q3	$261K	Buy	+7,234	New	+$257K	0.04%	356

Other funds holding JANW

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

Advyzon Investment Management's JANW Position: Q1 2026 in Review

Advyzon Investment Management increased its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 105% in Q1 2026, buying an estimated $2.6M and bringing the position to 137,265 shares worth $5.01M. The position accounts for 0.45% of the portfolio, ranked #52.

Advyzon Investment Management first reported a position in JANW in Q3 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

Advyzon Investment Management held 137,265 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $5.01M as of Q1 2026.
Advyzon Investment Management bought 70,229 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2026, an estimated $2.6M.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.45% of Advyzon Investment Management's portfolio in Q1 2026, its #52 holding.
Advyzon Investment Management first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q3 2025 and has held it in 3 quarters since.
86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.