Commonwealth Equity Services’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Commonwealth Equity Services’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	$21.5M	Buy	588,062 +22,155	+4%	+$820K	0.03%	540
2025 Q4	$20.9M	Buy	565,907 +40,656	+8%	+$1.48M	0.03%	541
2025 Q3	$19M	Sell	525,251 -364,427	-41%	-$13M	0.02%	597
2025 Q2	$31.1M	Buy	889,678 +365,485	+70%	+$12.3M	0.04%	426
2025 Q1	$17.4M	Buy	524,193 +63,300	+14%	+$2.14M	0.02%	615
2024 Q4	$15.5M	Sell	460,893 -3,118	-0.7%	-$104K	0.02%	631
2024 Q3	$15.3M	Sell	464,011 -66,500	-13%	-$2.16M	0.02%	630
2024 Q2	$17.1M	Buy	530,511 +2,278	+0.4%	+$72K	0.03%	569
2024 Q1	$16.6M	Buy	528,233 +240,732	+84%	+$7.42M	0.03%	566
2023 Q4	$8.71M	Buy	287,501 +70,642	+33%	+$2.08M	0.02%	803
2023 Q3	$6.25M	Sell	216,859 -77,775	-26%	-$2.26M	0.01%	909
2023 Q2	$8.5M	Sell	294,634 -59,970	-17%	-$1.68M	0.02%	760
2023 Q1	$9.78K	Buy	354,604 +213,355	+151%	+$5.78M	0.02%	682
2022 Q4	$3.74M	Sell	141,249 -57,564	-29%	-$1.48M	0.01%	1124
2022 Q3	$4.87M	Sell	198,813 -5,093	-2%	-$129K	0.01%	907
2022 Q2	$5.02M	Buy	203,906 +79,365	+64%	+$2M	0.01%	900
2022 Q1	$3.25M	Buy	124,541 +90,695	+268%	+$2.35M	0.01%	1187
2021 Q4	$900K	Buy	33,846 +11,138	+49%	+$295K	﹤0.01%	2069
2021 Q3	$596K	Sell	22,708 -5,431	-19%	-$143K	﹤0.01%	2338
2021 Q2	$737K	Buy	28,139 +150	+0.5%	+$3.89K	﹤0.01%	2158
2021 Q1	$717K	Buy	+27,989	New	+$706K	﹤0.01%	2053

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

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Commonwealth Equity Services's JANW Position: Q1 2026 in Review

Commonwealth Equity Services increased its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 3.9% in Q1 2026, buying an estimated $820K and bringing the position to 588,062 shares worth $21.5M. The position accounts for 0.03% of the portfolio, ranked #540.

Commonwealth Equity Services first reported a position in JANW in Q1 2021 and has held it in 21 quarters since. The position peaked at $31.1M in Q2 2025. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

Commonwealth Equity Services held 588,062 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $21.5M as of Q1 2026.
Commonwealth Equity Services bought 22,155 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2026, an estimated $820K.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.03% of Commonwealth Equity Services's portfolio in Q1 2026, its #540 holding.
Commonwealth Equity Services first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2021 and has held it in 21 quarters since.
Commonwealth Equity Services's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $31.1M in Q2 2025.
86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.