Diversify Advisory Services’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Diversify Advisory Services’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
2025 Q3	–	Sell	-8,520	Closed	-$303K	–	896
2025 Q2	$303K	Hold	8,520	–	–	0.01%	680
2025 Q1	$282K	Sell	8,520 -3,400	-29%	-$115K	0.02%	513
2024 Q4	$399K	Sell	11,920 -1,150	-9%	-$38.3K	0.02%	409
2024 Q3	$433K	Sell	13,070 -1,300	-9%	-$42.2K	0.02%	401
2024 Q2	$465K	Buy	+14,370	New	+$454K	0.03%	394

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

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

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

FWM

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

BWM

BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return

Diversify Advisory Services's JANW Position: Q3 2025 in Review

Diversify Advisory Services sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q3 2025, closing a stake of 8,520 shares — an estimated $303K sold.

Diversify Advisory Services first reported a position in JANW in Q2 2024 and held it in 5 quarters. The position peaked at $465K in Q2 2024. 66 funds tracked by Wall St. Rank hold JANW as of Q3 2025.

Diversify Advisory Services reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q3 2025 after selling out during the quarter.
Diversify Advisory Services sold 8,520 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q3 2025, an estimated $303K.
Diversify Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q2 2024 and held it in 5 quarters.
Diversify Advisory Services's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $465K in Q2 2024.
66 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q3 2025.

Based on Diversify Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.