AWA
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Authentikos Wealth Advisory’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Authentikos Wealth Advisory’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 		– Sell
-61,965
Closed -$2.06M – 59
2025
Q1 		$2.06M Buy
61,965
+4,433
+8% +$150K 1.61% 20
2024
Q4 		$1.93M Buy
+57,532
New +$1.92M 1.91% 17
2024
Q2 		– Sell
-58,187
Closed -$1.83M – 54
2024
Q1 		$1.83M Sell
58,187
-1,016
-2% -$31.3K 1.84% 15
2023
Q4 		$1.79M Buy
59,203
+51,590
+678% +$1.52M 1.9% 15
2023
Q3 		$219K Buy
+7,613
New +$221K 0.21% 63

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AAM
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LAS
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Raymond James Financial
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FWM
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Osaic Holdings
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OWA
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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