Envestnet Portfolio Solutions
JANW icon

Envestnet Portfolio Solutions’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Envestnet Portfolio Solutions’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
-17,411
Closed -$608K – 1521
2025
Q2 		$608K Sell
17,411
-52
-0.3% -$1.75K ﹤0.01% 1006
2025
Q1 		$580K Buy
17,463
+5,837
+50% +$197K ﹤0.01% 987
2024
Q4 		$391K Buy
11,626
+1,252
+12% +$41.7K ﹤0.01% 1358
2024
Q3 		$342K Sell
10,374
-18
-0.2% -$585 ﹤0.01% 1378
2024
Q2 		$335K Buy
10,392
+95
+0.9% +$3K ﹤0.01% 1321
2024
Q1 		$324K Sell
10,297
-955
-8% -$29.4K ﹤0.01% 1318
2023
Q4 		$341K Buy
11,252
+1,259
+13% +$37.2K ﹤0.01% 1231
2023
Q3 		$288K Buy
+9,993
New +$290K ﹤0.01% 1247

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
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
LPL Financial
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

Envestnet Portfolio Solutions's JANW Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q3 2025, closing a stake of 17,411 shares — an estimated $608K sold.

Envestnet Portfolio Solutions first reported a position in JANW in Q3 2023 and held it in 8 quarters. The position peaked at $608K in Q2 2025. 66 funds tracked by Wall St. Rank hold JANW as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 17,411 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q3 2025, an estimated $608K.
  • Envestnet Portfolio Solutions first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q3 2023 and held it in 8 quarters.
  • Envestnet Portfolio Solutions's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $608K in Q2 2025.
  • 66 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.