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Coppell Advisory Solutions’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-1,916
Closed -$64.4K – 1122
2024
Q4 		$64.4K Sell
1,916
-7
-0.4% -$233 0.01% 517
2024
Q3 		$63.4K Hold
1,923
– – 0.01% 493
2024
Q2 		$61.9K Buy
+1,923
New +$60.8K 0.01% 449

Other funds holding JANW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 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 $26.4B AUM 21.05% 1-Year Est. Return

Coppell Advisory Solutions's JANW Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q1 2025, closing a stake of 1,916 shares — an estimated $64.4K sold.

Coppell Advisory Solutions first reported a position in JANW in Q2 2024 and held it in 3 quarters. The position peaked at $64.4K in Q4 2024. 77 funds tracked by Wall St. Rank hold JANW as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,916 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2025, an estimated $64.4K.
  • Coppell Advisory Solutions first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $64.4K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.