BCGM Wealth Management’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

BCGM Wealth Management’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	$4.54M	Hold	124,426	–	–	1.14%	27
2025 Q4	$4.61M	Hold	124,426	–	–	1.18%	27
2025 Q3	$4.5M	Sell	124,426 -1,499	-1%	-$53.3K	1.17%	27
2025 Q2	$4.4M	Sell	125,925 -186	-0.1%	-$6.25K	1.24%	24
2025 Q1	$4.19M	Buy	126,111 +5,041	+4%	+$170K	1.29%	21
2024 Q4	$4.07M	Hold	121,070	–	–	1.29%	20
2024 Q3	$3.99M	Sell	121,070 -738	-0.6%	-$24K	1.29%	21
2024 Q2	$3.92M	Hold	121,808	–	–	1.36%	17
2024 Q1	$3.83M	Sell	121,808 -7,465	-6%	-$230K	1.37%	16
2023 Q4	$3.92M	Buy	129,273 +987	+0.8%	+$29.1K	1.59%	15
2023 Q3	$3.7M	Sell	128,286 -29,918	-19%	-$869K	1.7%	12
2023 Q2	$4.56M	Buy	158,204 +6,487	+4%	+$182K	2.01%	12
2023 Q1	$4.19M	Sell	151,717 -8,989	-6%	-$244K	2.11%	13
2022 Q4	$4.25M	Buy	+160,706	New	+$4.12M	2.07%	13

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 Waltham, Massachusetts $71.6B AUM 21.08% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

BCGM Wealth Management's JANW Position: Q1 2026 in Review

BCGM Wealth Management held its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) position steady in Q1 2026 at 124,426 shares worth $4.54M. The position accounts for 1.14% of the portfolio, ranked #27.

BCGM Wealth Management first reported a position in JANW in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.61M in Q4 2025. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

BCGM Wealth Management held 124,426 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $4.54M as of Q1 2026.
BCGM Wealth Management left its AllianzIM U.S. Equity Buffer20 Jan ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 1.14% of BCGM Wealth Management's portfolio in Q1 2026, its #27 holding.
BCGM Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2022 and has held it in 14 quarters since.
BCGM Wealth Management's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $4.61M in Q4 2025.
86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on BCGM Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.