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Evolution Wealth Management’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Evolution Wealth 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
Q1 		$96.5K Buy
+2,644
New +$97.9K 0.07% 180

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 $377B 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

Evolution Wealth Management's JANW Position: Q1 2026 in Review

Evolution Wealth Management opened a new position in AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q1 2026: 2,644 shares worth $96.5K. The stake represents 0.07% of the portfolio and ranks #180 among its holdings.

86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

  • Evolution Wealth Management held 2,644 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $96.5K as of Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Jan ETF was a new Evolution Wealth Management position in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.07% of Evolution Wealth Management's portfolio in Q1 2026, its #180 holding.
  • 86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.