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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
Q2 		$122K Buy
3,148
+504
+19% +$19.2K 0.07% 177
2026
Q1 		$96.5K Buy
+2,644
New +$97.9K 0.07% 180

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Evolution Wealth Management's JANW Position: Q2 2026 in Review

Evolution Wealth Management increased its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 19% in Q2 2026, buying an estimated $19.2K and bringing the position to 3,148 shares worth $122K. The position accounts for 0.07% of the portfolio, ranked #177.

Evolution Wealth Management first reported a position in JANW in Q1 2026 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

  • Evolution Wealth Management held 3,148 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $122K as of Q2 2026.
  • Evolution Wealth Management bought 504 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $19.2K.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.07% of Evolution Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Evolution Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2026 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.