Elevated Capital Advisors’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Elevated Capital 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	–	Sell	-29,095	Closed	-$1.08M	–	860
2025 Q4	$1.08M	Buy	29,095 +745	+3%	+$27.2K	0.25%	101
2025 Q3	$1.02M	Buy	28,350 +435	+2%	+$15.5K	0.25%	100
2025 Q2	$927K	Hold	27,915	–	–	0.26%	108
2025 Q1	$927K	Sell	27,915 -1,136	-4%	-$38.4K	0.26%	108
2024 Q4	$977K	Sell	29,051 -3,236	-10%	-$108K	0.27%	106
2024 Q3	$1.06M	Sell	32,287 -29,656	-48%	-$964K	0.28%	96
2024 Q2	$1.99M	Buy	+61,943	New	+$1.96M	0.56%	49

Other funds holding JANW

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

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

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

Elevated Capital Advisors's JANW Position: Q1 2026 in Review

Elevated Capital Advisors sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q1 2026, closing a stake of 29,095 shares — an estimated $1.08M sold.

Elevated Capital Advisors first reported a position in JANW in Q2 2024 and held it in 7 quarters. The position peaked at $1.99M in Q2 2024. 87 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

Elevated Capital Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q1 2026 after selling out during the quarter.
Elevated Capital Advisors sold 29,095 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2026, an estimated $1.08M.
Elevated Capital Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q2 2024 and held it in 7 quarters.
Elevated Capital Advisors's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $1.99M in Q2 2024.
87 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.