AssetMark Inc’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

AssetMark Inc’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	$3.67K	Hold	95	–	–	﹤0.01%	2792
2026 Q1	$3.47K	Hold	95	–	–	﹤0.01%	2695
2025 Q4	$3.52K	Buy	+95	New	+$3.47K	﹤0.01%	2583

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

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

AssetMark Inc's JANW Position: Q2 2026 in Review

AssetMark Inc held its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) position steady in Q2 2026 at 95 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #2792.

AssetMark Inc first reported a position in JANW in Q4 2025 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

AssetMark Inc held 95 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $3.67K as of Q2 2026.
AssetMark Inc left its AllianzIM U.S. Equity Buffer20 Jan ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Jan ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2792 holding.
AssetMark Inc first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2025 and has held it in 3 quarters since.
88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.