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Consolidated Portfolio Review Corp’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Consolidated Portfolio Review Corp’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
2025
Q4 		– Sell
-24,861
Closed -$898K – 228
2025
Q3 		$898K Hold
24,861
– – 0.11% 194
2025
Q2 		$868K Buy
+24,861
New +$835K 0.12% 185

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 $18.5B AUM 19.51% 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 $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
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 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 $31B AUM 28.39% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

Consolidated Portfolio Review Corp's JANW Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q4 2025, closing a stake of 24,861 shares — an estimated $898K sold.

Consolidated Portfolio Review Corp first reported a position in JANW in Q2 2025 and held it in 2 quarters. The position peaked at $898K in Q3 2025. 70 funds tracked by Wall St. Rank hold JANW as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 24,861 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q4 2025, an estimated $898K.
  • Consolidated Portfolio Review Corp first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q2 2025 and held it in 2 quarters.
  • Consolidated Portfolio Review Corp's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $898K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.