Compass Financial Management’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Compass Financial Management’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	$242K	Buy	+6,179	New	+$235K	0.03%	389

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

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Compass Financial Management's JANW Position: Q2 2026 in Review

Compass Financial Management opened a new position in AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q2 2026: 6,179 shares worth $242K. The stake represents 0.03% of the portfolio and ranks #389 among its holdings.

85 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

Compass Financial Management held 6,179 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $242K as of Q2 2026.
AllianzIM U.S. Equity Buffer20 Jan ETF was a new Compass Financial Management position in Q2 2026.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.03% of Compass Financial Management's portfolio in Q2 2026, its #389 holding.
85 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.