AWMI
JANU

Aegis Wealth Management (Iowa)’s AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF JANU Stock Holding History

Aegis Wealth Management (Iowa)’s Portfolio JANU Stock Details JANU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,038
Closed -$302K – 133
2026
Q1 		$302K Buy
11,038
+252
+2% +$7.08K 0.24% 78
2025
Q4 		$304K Buy
+10,786
New +$301K 0.24% 74

Other funds holding JANU

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Aegis Wealth Management (Iowa)'s JANU Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) sold out of AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF (JANU) in Q2 2026, closing a stake of 11,038 shares — an estimated $302K sold.

Aegis Wealth Management (Iowa) first reported a position in JANU in Q4 2025 and held it in 2 quarters. The position peaked at $304K in Q4 2025. 30 funds tracked by Wall St. Rank hold JANU as of Q2 2026.

  • Aegis Wealth Management (Iowa) reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF position as of Q2 2026 after selling out during the quarter.
  • Aegis Wealth Management (Iowa) sold 11,038 AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF shares in Q2 2026, an estimated $302K.
  • Aegis Wealth Management (Iowa) first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF in Q4 2025 and held it in 2 quarters.
  • Aegis Wealth Management (Iowa)'s AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF position peaked at $304K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.