AssetMark Inc
JANW icon

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
Q3 		$3.76K Hold
95
– – ﹤0.01% 2846
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Guardian Capital (Pennsylvania)
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $132M AUM 27.32% 1-Year Est. Return
FSR Wealth Management
FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return
Long Island Wealth Management
Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AssetMark Inc's JANW Position: Q3 2026 in Review

AssetMark Inc held its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) position steady in Q3 2026 at 95 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2846.

AssetMark Inc first reported a position in JANW in Q4 2025 and has held it in 4 quarters since. 56 funds tracked by Wall St. Rank hold JANW as of Q3 2026.

  • AssetMark Inc held 95 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $3.76K as of Q3 2026.
  • AssetMark Inc left its AllianzIM U.S. Equity Buffer20 Jan ETF share count unchanged in Q3 2026.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2846 holding.
  • AssetMark Inc first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2025 and has held it in 4 quarters since.
  • 56 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.