CFD
JANU

Creative Financial Designs’s AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF JANU Stock Holding History

Creative Financial Designs’s Portfolio JANU Stock Details JANU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$846K Sell
30,967
-7,636
-20% -$214K 0.05% 250
2025
Q4 		$1.09M Sell
38,603
-8,175
-17% -$228K 0.07% 220
2025
Q3 		$1.29M Buy
46,778
+9,904
+27% +$265K 0.09% 201
2025
Q2 		$960K Buy
+36,874
New +$910K 0.07% 224

Other funds holding JANU

SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
DWS
Discipline Wealth Solutions Greenville, South Carolina $950M AUM 16.22% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

Creative Financial Designs's JANU Position: Q1 2026 in Review

Creative Financial Designs reduced its AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF (JANU) stake by 20% in Q1 2026, selling an estimated $214K and leaving 30,967 shares worth $846K. The position accounts for 0.05% of the portfolio, ranked #250.

Creative Financial Designs first reported a position in JANU in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.29M in Q3 2025. 36 funds tracked by Wall St. Rank hold JANU as of Q1 2026.

  • Creative Financial Designs held 30,967 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF worth $846K as of Q1 2026.
  • Creative Financial Designs sold 7,636 AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF shares in Q1 2026, an estimated $214K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF made up 0.05% of Creative Financial Designs's portfolio in Q1 2026, its #250 holding.
  • Creative Financial Designs first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF in Q2 2025 and has held it in 4 quarters since.
  • Creative Financial Designs's AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF position peaked at $1.29M in Q3 2025.
  • 36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.