CreativeOne Wealth’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

CreativeOne Wealth’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	$214K	Hold	5,870	–	–	0.01%	1108
2025 Q4	$217K	Hold	5,870	–	–	0.01%	1089
2025 Q3	$212K	Hold	5,870	–	–	0.01%	1079
2025 Q2	$205K	Buy	+5,870	New	+$197K	0.01%	1051

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CreativeOne Wealth's JANW Position: Q1 2026 in Review

CreativeOne Wealth held its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) position steady in Q1 2026 at 5,870 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #1108.

CreativeOne Wealth first reported a position in JANW in Q2 2025 and has held it in 4 quarters since. The position peaked at $217K in Q4 2025. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

CreativeOne Wealth held 5,870 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $214K as of Q1 2026.
CreativeOne Wealth left its AllianzIM U.S. Equity Buffer20 Jan ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1108 holding.
CreativeOne Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q2 2025 and has held it in 4 quarters since.
CreativeOne Wealth's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $217K in Q4 2025.
86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.