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AE Wealth Management’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

AE Wealth 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 		$40.2M Buy
1,038,260
+24,968
+2% +$952K 0.19% 117
2026
Q1 		$37M Sell
1,013,292
-1,455
-0.1% -$53.9K 0.2% 119
2025
Q4 		$37.6M Buy
1,014,747
+22,853
+2% +$834K 0.22% 104
2025
Q3 		$35.8M Sell
991,894
-2,399,725
-71% -$85.3M 0.23% 103
2025
Q2 		$118M Buy
3,391,619
+71,336
+2% +$2.4M 0.87% 20
2025
Q1 		$110M Buy
3,320,283
+112,290
+4% +$3.79M 0.93% 15
2024
Q4 		$108M Buy
3,207,993
+3,173,631
+9,236% +$106M 0.92% 15
2024
Q3 		$1.13M Sell
34,362
-11,899
-26% -$387K 0.01% 666
2024
Q2 		$1.49M Sell
46,261
-2,528,248
-98% -$79.9M 0.01% 600
2024
Q1 		$80.9M Sell
2,574,509
-2,985,820
-54% -$92M 0.91% 15
2023
Q4 		$170M Buy
5,560,329
+5,173,073
+1,336% +$153M 0.87% 14
2023
Q3 		$11.2M Buy
387,256
+247,049
+176% +$7.17M 0.07% 355
2023
Q2 		$4.04M Sell
140,207
-22,335
-14% -$626K 0.02% 607
2023
Q1 		$4.48M Buy
162,542
+152,717
+1,554% +$4.14M 0.03% 533
2022
Q4 		$260K Sell
9,825
-5,143
-34% -$132K ﹤0.01% 1564
2022
Q3 		$367K Sell
14,968
-1,025,090
-99% -$25.9M ﹤0.01% 1393
2022
Q2 		$25.6M Sell
1,040,058
-1,915,885
-65% -$48.3M 0.2% 119
2022
Q1 		$77.2M Buy
2,955,943
+508,545
+21% +$13.2M 0.53% 34
2021
Q4 		$65.1M Buy
2,447,398
+415,309
+20% +$11M 0.45% 41
2021
Q3 		$53.4M Buy
2,032,089
+275,877
+16% +$7.25M 0.44% 44
2021
Q2 		$46M Buy
1,756,212
+569,288
+48% +$14.8M 0.4% 51
2021
Q1 		$30.4M Buy
+1,186,924
New +$29.9M 0.31% 75

Other funds holding JANW

AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

AE Wealth Management's JANW Position: Q2 2026 in Review

AE Wealth Management increased its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 2.5% in Q2 2026, buying an estimated $952K and bringing the position to 1,038,260 shares worth $40.2M. The position accounts for 0.19% of the portfolio, ranked #117.

AE Wealth Management first reported a position in JANW in Q1 2021 and has held it in 22 quarters since. The position peaked at $170M in Q4 2023. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

  • AE Wealth Management held 1,038,260 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $40.2M as of Q2 2026.
  • AE Wealth Management bought 24,968 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $952K.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.19% of AE Wealth Management's portfolio in Q2 2026, its #117 holding.
  • AE Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2021 and has held it in 22 quarters since.
  • AE Wealth Management's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $170M in Q4 2023.
  • 88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.