DHJJ Financial Advisors’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

DHJJ Financial Advisors’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	$150K	Sell	4,115 -1,450	-26%	-$53.7K	0.05%	237
2025 Q4	$206K	Hold	5,565	–	–	0.07%	187
2025 Q3	$201K	Sell	5,565 -350	-6%	-$12.4K	0.07%	174
2025 Q2	$207K	Sell	5,915 -403	-6%	-$13.5K	0.07%	168
2025 Q1	$210K	Sell	6,318 -1,040	-14%	-$35.1K	0.08%	155
2024 Q4	$247K	Sell	7,358 -790	-10%	-$26.3K	0.1%	144
2024 Q3	$268K	Sell	8,148 -277	-3%	-$9K	0.11%	134
2024 Q2	$271K	Hold	8,425	–	–	0.11%	124
2024 Q1	$265K	Sell	8,425 -18	-0.2%	-$555	0.12%	122
2023 Q4	$256K	Hold	8,443	–	–	0.12%	118
2023 Q3	$243K	Sell	8,443 -735	-8%	-$21.3K	0.12%	116
2023 Q2	$265K	Hold	9,178	–	–	0.14%	121
2023 Q1	$253K	Sell	9,178 -830	-8%	-$22.5K	0.14%	117
2022 Q4	$265K	Buy	10,008 +68	+0.7%	+$1.75K	0.15%	115
2022 Q3	$244K	Hold	9,940	–	–	0.14%	112
2022 Q2	$245K	Buy	9,940 +1,890	+23%	+$47.7K	0.14%	114
2022 Q1	$211K	Buy	+8,050	New	+$209K	0.1%	133

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

DHJJ Financial Advisors's JANW Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 26% in Q1 2026, selling an estimated $53.7K and leaving 4,115 shares worth $150K. The position accounts for 0.05% of the portfolio, ranked #237.

DHJJ Financial Advisors first reported a position in JANW in Q1 2022 and has held it in 17 quarters since. The position peaked at $271K in Q2 2024. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

DHJJ Financial Advisors held 4,115 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $150K as of Q1 2026.
DHJJ Financial Advisors sold 1,450 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2026, an estimated $53.7K.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.05% of DHJJ Financial Advisors's portfolio in Q1 2026, its #237 holding.
DHJJ Financial Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2022 and has held it in 17 quarters since.
DHJJ Financial Advisors's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $271K in Q2 2024.
86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.