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Aegis Wealth Management (Iowa)’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Aegis Wealth Management (Iowa)’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 		$1.73M Sell
44,680
-43,302
-49% -$1.65M 1.12% 20
2026
Q1 		$3.21M Buy
87,982
+2,626
+3% +$97.2K 2.52% 8
2025
Q4 		$3.16M Buy
+85,356
New +$3.12M 2.48% 8

Other funds holding JANW

SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

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

Aegis Wealth Management (Iowa) reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 49% in Q2 2026, selling an estimated $1.65M and leaving 44,680 shares worth $1.73M. The position accounts for 1.12% of the portfolio, ranked #20.

Aegis Wealth Management (Iowa) first reported a position in JANW in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.21M in Q1 2026. 9 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 44,680 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $1.73M as of Q2 2026.
  • Aegis Wealth Management (Iowa) sold 43,302 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $1.65M.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up 1.12% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #20 holding.
  • Aegis Wealth Management (Iowa) first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2025 and has held it in 3 quarters since.
  • Aegis Wealth Management (Iowa)'s AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $3.21M in Q1 2026.
  • 9 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

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