DWS
JANU

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
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

SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Discipline Wealth Solutions's JANU Position: Q1 2026 in Review

Discipline Wealth Solutions increased its AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF (JANU) stake by 5.7% in Q1 2026, buying an estimated $326K and bringing the position to 215,123 shares worth $5.88M. The position accounts for 0.62% of the portfolio, ranked #41.

Discipline Wealth Solutions first reported a position in JANU in Q1 2025 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold JANU as of Q1 2026.

  • Discipline Wealth Solutions held 215,123 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF worth $5.88M as of Q1 2026.
  • Discipline Wealth Solutions bought 11,618 AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF shares in Q1 2026, an estimated $326K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF made up 0.62% of Discipline Wealth Solutions's portfolio in Q1 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 5 quarters since.
  • 36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.