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 Q2	–	Sell	-33,782	Closed	-$1.23M	–	115
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 $123M AUM 12.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Clear Point Advisors's JANW Position: Q2 2026 in Review

Clear Point Advisors sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q2 2026, closing a stake of 33,782 shares — an estimated $1.23M sold.

Clear Point Advisors first reported a position in JANW in Q4 2023 and held it in 10 quarters. The position peaked at $1.45M in Q4 2024. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

Clear Point Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q2 2026 after selling out during the quarter.
Clear Point Advisors sold 33,782 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $1.23M.
Clear Point Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2023 and held it in 10 quarters.
Clear Point Advisors's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $1.45M in Q4 2024.
88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.