Atria Wealth Solutions’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$3.54M	Sell	101,302 -3,254	-3%	-$109K	0.08%	274
2025 Q1	$3.47M	Buy	104,556 +4,972	+5%	+$168K	0.04%	444
2024 Q4	$3.35M	Buy	99,584 +956	+1%	+$31.8K	0.04%	473
2024 Q3	$3.25M	Sell	98,628 -14,131	-13%	-$459K	0.04%	473
2024 Q2	$3.63M	Sell	112,759 -13,433	-11%	-$425K	0.04%	423
2024 Q1	$3.97M	Buy	126,192 +43,844	+53%	+$1.35M	0.04%	404
2023 Q4	$2.5M	Sell	82,348 -8,942	-10%	-$264K	0.03%	538
2023 Q3	$2.63M	Sell	91,290 -2,587	-3%	-$75.1K	0.04%	473
2023 Q2	$2.71M	Sell	93,877 -8,026	-8%	-$225K	0.04%	472
2023 Q1	$2.81M	Buy	101,903 +77,788	+323%	+$2.11M	0.04%	423
2022 Q4	$638K	Buy	+24,115	New	+$619K	0.01%	964

Other funds holding JANW

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 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

Atria Wealth Solutions's JANW Position: Q2 2025 in Review

Atria Wealth Solutions reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 3.1% in Q2 2025, selling an estimated $109K and leaving 101,302 shares worth $3.54M. The position accounts for 0.08% of the portfolio, ranked #274.

Atria Wealth Solutions first reported a position in JANW in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.97M in Q1 2024. 80 funds tracked by Wall St. Rank hold JANW as of Q2 2025.

Atria Wealth Solutions held 101,302 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $3.54M as of Q2 2025.
Atria Wealth Solutions sold 3,254 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2025, an estimated $109K.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #274 holding.
Atria Wealth Solutions first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $3.97M in Q1 2024.
80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.