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 Q2	$8.49M	Buy	219,635 +82,370	+60%	+$3.14M	0.62%	32
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 $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

KAS

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Advyzon Investment Management's JANW Position: Q2 2026 in Review

Advyzon Investment Management increased its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 60% in Q2 2026, buying an estimated $3.14M and bringing the position to 219,635 shares worth $8.49M. The position accounts for 0.62% of the portfolio, ranked #32.

Advyzon Investment Management first reported a position in JANW in Q3 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

Advyzon Investment Management held 219,635 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $8.49M as of Q2 2026.
Advyzon Investment Management bought 82,370 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $3.14M.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.62% of Advyzon Investment Management's portfolio in Q2 2026, its #32 holding.
Advyzon Investment Management first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q3 2025 and has held it in 4 quarters since.
88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.