Carson Wealth (CWM LLC)’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Carson Wealth (CWM LLC)’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	-56	Closed	-$2K	–	5205
2025 Q1	$2K	Hold	56	–	–	﹤0.01%	4770
2024 Q4	$2K	Hold	56	–	–	﹤0.01%	4551
2024 Q3	$2K	Hold	56	–	–	﹤0.01%	4409
2024 Q2	$2K	Buy	+56	New	+$1.77K	﹤0.01%	4222

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 $115M AUM 12.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

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

FWM

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

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 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

Carson Wealth (CWM LLC)'s JANW Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q2 2025, closing a stake of 56 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in JANW in Q2 2024 and held it in 4 quarters. The position peaked at $2K in Q1 2025. 80 funds tracked by Wall St. Rank hold JANW as of Q2 2025.

Carson Wealth (CWM LLC) reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q2 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 56 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2025, an estimated $2K.
Carson Wealth (CWM LLC) first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q2 2024 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $2K in Q1 2025.
80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.