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
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 $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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
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

AssetMark Inc's JANW Position: Q1 2026 in Review

AssetMark Inc held its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) position steady in Q1 2026 at 95 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #2695.

AssetMark Inc first reported a position in JANW in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.52K in Q4 2025. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

  • AssetMark Inc held 95 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $3.47K as of Q1 2026.
  • AssetMark Inc 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 AssetMark Inc's portfolio in Q1 2026, its #2695 holding.
  • AssetMark Inc first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2025 and has held it in 2 quarters since.
  • AssetMark Inc's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $3.52K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.