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

Blue Bell Private 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	$720K	Buy	19,739 +1,297	+7%	+$48K	0.1%	131
2025 Q4	$683K	Sell	18,442 -1,463	-7%	-$53.4K	0.1%	130
2025 Q3	$719K	Sell	19,905 -1,091	-5%	-$38.8K	0.11%	123
2025 Q2	$733K	Hold	20,996	–	–	0.12%	102
2025 Q1	$697K	Sell	20,996 -27	-0.1%	-$912	0.13%	99
2024 Q4	$707K	Sell	21,023 -2,379	-10%	-$79.2K	0.13%	93
2024 Q3	$771K	Sell	23,402 -284	-1%	-$9.23K	0.15%	88
2024 Q2	$763K	Sell	23,686 -714	-3%	-$22.6K	0.16%	86
2024 Q1	$767K	Sell	24,400 -347	-1%	-$10.7K	0.16%	84
2023 Q4	$750K	Hold	24,747	–	–	0.18%	76
2023 Q3	$713K	Hold	24,747	–	–	0.19%	71
2023 Q2	$714K	Buy	24,747 +887	+4%	+$24.9K	0.19%	76
2023 Q1	$658K	Buy	+23,860	New	+$647K	0.2%	73

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

Blue Bell Private Wealth Management's JANW Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 7% in Q1 2026, buying an estimated $48K and bringing the position to 19,739 shares worth $720K. The position accounts for 0.1% of the portfolio, ranked #131.

Blue Bell Private Wealth Management first reported a position in JANW in Q1 2023 and has held it in 13 quarters since. The position peaked at $771K in Q3 2024. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

Blue Bell Private Wealth Management held 19,739 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $720K as of Q1 2026.
Blue Bell Private Wealth Management bought 1,297 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2026, an estimated $48K.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.1% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #131 holding.
Blue Bell Private Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2023 and has held it in 13 quarters since.
Blue Bell Private Wealth Management's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $771K in Q3 2024.
86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.