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

Capital A 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
2025
Q2 		$2.27K Sell
75
-1,344
-95% -$45.1K 0.03% 310
2025
Q1 		$47.1K Sell
1,419
-2,775
-66% -$93.7K 0.05% 153
2024
Q4 		$141K Buy
+4,194
New +$140K 0.23% 87

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 $123M AUM 12.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
Osaic Holdings
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
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

Capital A Wealth Management's JANW Position: Q2 2025 in Review

Capital A Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 95% in Q2 2025, selling an estimated $45.1K and leaving 75 shares worth $2.27K. The position accounts for 0.03% of the portfolio, ranked #310.

Capital A Wealth Management first reported a position in JANW in Q4 2024 and has held it in 3 quarters since. The position peaked at $141K in Q4 2024. 80 funds tracked by Wall St. Rank hold JANW as of Q2 2025.

  • Capital A Wealth Management held 75 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $2.27K as of Q2 2025.
  • Capital A Wealth Management sold 1,344 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2025, an estimated $45.1K.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.03% of Capital A Wealth Management's portfolio in Q2 2025, its #310 holding.
  • Capital A Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $141K in Q4 2024.
  • 80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.