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Concurrent Investment Advisors’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Concurrent Investment 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 		$755K Sell
19,517
-714
-4% -$27.2K 0.01% 1164
2026
Q1 		$738K Sell
20,231
-315
-2% -$11.7K 0.01% 1026
2025
Q4 		$760K Buy
20,546
+193
+0.9% +$7.05K 0.01% 954
2025
Q3 		$736K Buy
+20,353
New +$724K 0.01% 765

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
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

Concurrent Investment Advisors's JANW Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 3.5% in Q2 2026, selling an estimated $27.2K and leaving 19,517 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #1164.

Concurrent Investment Advisors first reported a position in JANW in Q3 2025 and has held it in 4 quarters since. The position peaked at $760K in Q4 2025. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

  • Concurrent Investment Advisors held 19,517 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $755K as of Q2 2026.
  • Concurrent Investment Advisors sold 714 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $27.2K.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1164 holding.
  • Concurrent Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q3 2025 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $760K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.