Clear Point Advisors’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Clear Point Advisors’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	$1.23M	Buy	33,782 +820	+2%	+$30.4K	0.96%	23
2025 Q4	$1.22M	Sell	32,962 -4,360	-12%	-$159K	0.95%	25
2025 Q3	$1.35M	Sell	37,322 -484	-1%	-$17.2K	1.05%	21
2025 Q2	$1.32M	Hold	37,806	–	–	1.11%	20
2025 Q1	$1.26M	Sell	37,806 -5,259	-12%	-$178K	1.13%	20
2024 Q4	$1.45M	Sell	43,065 -700	-2%	-$23.3K	1.24%	20
2024 Q3	$1.44M	Hold	43,765	–	–	1.11%	20
2024 Q2	$1.41M	Hold	43,765	–	–	1.16%	18
2024 Q1	$1.38M	Buy	43,765 +2,144	+5%	+$66.1K	1.13%	16
2023 Q4	$1.33M	Buy	+41,621	New	+$1.23M	1.17%	16

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

Clear Point Advisors's JANW Position: Q1 2026 in Review

Clear Point Advisors increased its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 2.5% in Q1 2026, buying an estimated $30.4K and bringing the position to 33,782 shares worth $1.23M. The position accounts for 0.96% of the portfolio, ranked #23.

Clear Point Advisors first reported a position in JANW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.45M in Q4 2024. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

Clear Point Advisors held 33,782 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $1.23M as of Q1 2026.
Clear Point Advisors bought 820 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2026, an estimated $30.4K.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.96% of Clear Point Advisors's portfolio in Q1 2026, its #23 holding.
Clear Point Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $1.45M in Q4 2024.
86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.