Discipline Wealth Solutions’s AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF JANU Stock Holding History

Discipline Wealth Solutions’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 Q2	$6.63M	Buy	220,084 +4,961	+2%	+$146K	0.58%	41
2026 Q1	$5.88M	Buy	215,123 +11,618	+6%	+$326K	0.62%	41
2025 Q4	$5.73M	Buy	203,505 +1,064	+0.5%	+$29.7K	1.06%	25
2025 Q3	$5.59M	Buy	202,441 +7,020	+4%	+$188K	1.47%	15
2025 Q2	$5.09M	Buy	195,421 +136	+0.1%	+$3.36K	1.95%	10
2025 Q1	$4.75M	Buy	+195,285	New	+$4.9M	2.27%	10

Other funds holding JANU

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

Discipline Wealth Solutions's JANU Position: Q2 2026 in Review

Discipline Wealth Solutions increased its AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF (JANU) stake by 2.3% in Q2 2026, buying an estimated $146K and bringing the position to 220,084 shares worth $6.63M. The position accounts for 0.58% of the portfolio, ranked #41.

Discipline Wealth Solutions first reported a position in JANU in Q1 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold JANU as of Q2 2026.

Discipline Wealth Solutions held 220,084 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF worth $6.63M as of Q2 2026.
Discipline Wealth Solutions bought 4,961 AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF shares in Q2 2026, an estimated $146K.
AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF made up 0.58% of Discipline Wealth Solutions's portfolio in Q2 2026, its #41 holding.
Discipline Wealth Solutions first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF in Q1 2025 and has held it in 6 quarters since.
30 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.