Envestnet Asset Management’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Envestnet Asset Management’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 Q2	$3.75M	Buy	97,001 +9,480	+11%	+$361K	﹤0.01%	2685
2026 Q1	$3.19M	Buy	87,521 +28,160	+47%	+$1.04M	﹤0.01%	2663
2025 Q4	$2.2M	Sell	59,361 -6,627	-10%	-$242K	﹤0.01%	2753
2025 Q3	$2.38M	Sell	65,988 -30,026	-31%	-$1.07M	﹤0.01%	2770
2025 Q2	$3.35M	Sell	96,014 -17,542	-15%	-$589K	﹤0.01%	2478
2025 Q1	$3.77M	Buy	113,556 +29,947	+36%	+$1.01M	﹤0.01%	2324
2024 Q4	$2.81M	Sell	83,609 -83,323	-50%	-$2.77M	﹤0.01%	2482
2024 Q3	$5.5M	Sell	166,932 -12,293	-7%	-$400K	﹤0.01%	2040
2024 Q2	$5.77M	Sell	179,225 -85,364	-32%	-$2.7M	﹤0.01%	1927
2024 Q1	$8.32M	Buy	264,589 +95,080	+56%	+$2.93M	﹤0.01%	1643
2023 Q4	$5.14M	Buy	169,509 +44,650	+36%	+$1.32M	﹤0.01%	1882
2023 Q3	$3.6M	Sell	124,859 -9,472	-7%	-$275K	﹤0.01%	2017
2023 Q2	$3.87M	Sell	134,331 -10,707	-7%	-$300K	﹤0.01%	1855
2023 Q1	$4M	Buy	145,038 +110,818	+324%	+$3M	﹤0.01%	1766
2022 Q4	$905K	Sell	34,220 -4,621	-12%	-$119K	﹤0.01%	2721
2022 Q3	$952K	Sell	38,841 -94	-0.2%	-$2.38K	﹤0.01%	2605
2022 Q2	$958K	Sell	38,935 -241	-0.6%	-$6.08K	﹤0.01%	2626
2022 Q1	$1.02M	Buy	39,176 +19,640	+101%	+$509K	﹤0.01%	2643
2021 Q4	$520K	Buy	19,536 +5,070	+35%	+$134K	﹤0.01%	3052
2021 Q3	$380K	Hold	14,466	–	–	﹤0.01%	3144
2021 Q2	$379K	Hold	14,466	–	–	﹤0.01%	3142
2021 Q1	$371K	Buy	+14,466	New	+$365K	﹤0.01%	3021

Other funds holding JANW

AAM

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

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

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 14.86% 1-Year Est. Return

KAS

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

FWM

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $172M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Envestnet Asset Management's JANW Position: Q2 2026 in Review

Envestnet Asset Management increased its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 11% in Q2 2026, buying an estimated $361K and bringing the position to 97,001 shares worth $3.75M. The position accounts for ﹤0.01% of the portfolio, ranked #2685.

Envestnet Asset Management first reported a position in JANW in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.32M in Q1 2024. 37 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

Envestnet Asset Management held 97,001 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $3.75M as of Q2 2026.
Envestnet Asset Management bought 9,480 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $361K.
AllianzIM U.S. Equity Buffer20 Jan ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2685 holding.
Envestnet Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2021 and has held it in 22 quarters since.
Envestnet Asset Management's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $8.32M in Q1 2024.
37 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.