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 Q3	$6.95M	Buy	228,354 +8,270	+4%	+$252K	0.6%	41
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

Sterling Manor Financial Saratoga Springs, New York $173M AUM

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Transcendent Capital Group Edmond, Oklahoma $248M AUM 19.5% 1-Year Est. Return

Discipline Wealth Solutions's JANU Position: Q3 2026 in Review

Discipline Wealth Solutions increased its AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF (JANU) stake by 3.8% in Q3 2026, buying an estimated $252K and bringing the position to 228,354 shares worth $6.95M. The position accounts for 0.6% of the portfolio, ranked #41.

Discipline Wealth Solutions first reported a position in JANU in Q1 2025 and has held it in 7 quarters since. 18 funds tracked by Wall St. Rank hold JANU as of Q3 2026.

Discipline Wealth Solutions held 228,354 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF worth $6.95M as of Q3 2026.
Discipline Wealth Solutions bought 8,270 AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF shares in Q3 2026, an estimated $252K.
AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF made up 0.6% of Discipline Wealth Solutions's portfolio in Q3 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 7 quarters since.
18 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.