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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
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 $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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
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

Concurrent Investment Advisors's JANW Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 1.5% in Q1 2026, selling an estimated $11.7K and leaving 20,231 shares worth $738K. The position accounts for 0.01% of the portfolio, ranked #1026.

Concurrent Investment Advisors first reported a position in JANW in Q3 2025 and has held it in 3 quarters since. The position peaked at $760K in Q4 2025. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

  • Concurrent Investment Advisors held 20,231 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $738K as of Q1 2026.
  • Concurrent Investment Advisors sold 315 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2026, an estimated $11.7K.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1026 holding.
  • Concurrent Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q3 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $760K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.