Arkadios Wealth Advisors’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Arkadios Wealth Advisors’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	$643K	Hold	17,622	–	–	0.01%	988
2025 Q4	$652K	Hold	17,622	–	–	0.01%	889
2025 Q3	$637K	Sell	17,622 -3,064	-15%	-$109K	0.02%	834
2025 Q2	$723K	Buy	+20,686	New	+$695K	0.02%	706

Other funds holding JANW

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 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 $26.4B AUM 21.05% 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 $80.8M AUM 9.88% 1-Year Est. Return

Arkadios Wealth Advisors's JANW Position: Q1 2026 in Review

Arkadios Wealth Advisors held its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) position steady in Q1 2026 at 17,622 shares worth $643K. The position accounts for 0.01% of the portfolio, ranked #988.

Arkadios Wealth Advisors first reported a position in JANW in Q2 2025 and has held it in 4 quarters since. The position peaked at $723K in Q2 2025. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

Arkadios Wealth Advisors held 17,622 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $643K as of Q1 2026.
Arkadios Wealth Advisors left its AllianzIM U.S. Equity Buffer20 Jan ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #988 holding.
Arkadios Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q2 2025 and has held it in 4 quarters since.
Arkadios Wealth Advisors's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $723K in Q2 2025.
86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.