Cetera Investment Advisers
JANW icon

Cetera Investment Advisers’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Cetera Investment Advisers’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 		$9.46M Buy
259,194
+27,819
+12% +$1.03M 0.01% 1097
2025
Q4 		$8.56M Sell
231,375
-33,979
-13% -$1.24M 0.01% 1129
2025
Q3 		$9.59M Sell
265,354
-6,549
-2% -$233K 0.01% 1014
2025
Q2 		$9.5M Buy
271,903
+15,786
+6% +$530K 0.02% 849
2025
Q1 		$8.51M Buy
256,117
+17,079
+7% +$577K 0.02% 847
2024
Q4 		$8.04M Buy
239,038
+1,252
+0.5% +$41.7K 0.02% 809
2024
Q3 		$7.83M Sell
237,786
-12,681
-5% -$412K 0.02% 798
2024
Q2 		$8.07M Sell
250,467
-121,540
-33% -$3.84M 0.02% 763
2024
Q1 		$11.7M Buy
372,007
+325,009
+692% +$10M 0.03% 611
2023
Q4 		$1.42M Sell
46,998
-2,474
-5% -$73K 0.01% 931
2023
Q3 		$1.43M Sell
49,472
-3,810
-7% -$111K 0.01% 895
2023
Q2 		$1.54M Sell
53,282
-35,884
-40% -$1.01M 0.01% 889
2023
Q1 		$2.46M Buy
89,166
+11,082
+14% +$300K 0.02% 669
2022
Q4 		$2.07M Buy
+78,084
New +$2M 0.02% 695

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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return