Creative Financial Designs’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Creative Financial Designs’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	$130K	Sell	3,362 -761	-18%	-$29K	0.01%	725
2026 Q1	$150K	Buy	4,123 +56	+1%	+$2.07K	0.01%	591
2025 Q4	$151K	Sell	4,067 -724	-15%	-$26.4K	0.01%	550
2025 Q3	$173K	Sell	4,791 -33	-0.7%	-$1.17K	0.01%	505
2025 Q2	$169K	Buy	4,824 +103	+2%	+$3.46K	0.01%	533
2025 Q1	$157K	Buy	4,721 +582	+14%	+$19.6K	0.01%	508
2024 Q4	$139K	Hold	4,139	–	–	0.01%	529
2024 Q3	$136K	Buy	+4,139	New	+$135K	0.01%	529

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Creative Financial Designs's JANW Position: Q2 2026 in Review

Creative Financial Designs reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 18% in Q2 2026, selling an estimated $29K and leaving 3,362 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #725.

Creative Financial Designs first reported a position in JANW in Q3 2024 and has held it in 8 quarters since. The position peaked at $173K in Q3 2025. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

Creative Financial Designs held 3,362 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $130K as of Q2 2026.
Creative Financial Designs sold 761 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $29K.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #725 holding.
Creative Financial Designs first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q3 2024 and has held it in 8 quarters since.
Creative Financial Designs's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $173K in Q3 2025.
88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.