B.O.S.S. Retirement Advisors’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

B.O.S.S. Retirement Advisors’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 Q3	–	Sell	-199,928	Closed	-$6.98M	–	204
2025 Q2	$6.98M	Buy	199,928 +1,353	+0.7%	+$45.4K	1.75%	10
2025 Q1	$6.59M	Buy	198,575 +1,423	+0.7%	+$48K	1.91%	10
2024 Q4	$6.63M	Buy	+197,152	New	+$6.57M	1.85%	10
2024 Q1	–	Sell	-176,124	Closed	-$5.34M	–	189
2023 Q4	$5.34M	Buy	176,124 +153,432	+676%	+$4.53M	1.03%	16
2023 Q3	$654K	Buy	+22,692	New	+$659K	0.14%	178

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 $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

BWM

BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return

B.O.S.S. Retirement Advisors's JANW Position: Q3 2025 in Review

B.O.S.S. Retirement Advisors sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q3 2025, closing a stake of 199,928 shares — an estimated $6.98M sold.

B.O.S.S. Retirement Advisors first reported a position in JANW in Q3 2023 and held it in 5 quarters. The position peaked at $6.98M in Q2 2025. 66 funds tracked by Wall St. Rank hold JANW as of Q3 2025.

B.O.S.S. Retirement Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q3 2025 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 199,928 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q3 2025, an estimated $6.98M.
B.O.S.S. Retirement Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q3 2023 and held it in 5 quarters.
B.O.S.S. Retirement Advisors's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $6.98M in Q2 2025.
66 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q3 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.