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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 $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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
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
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return