Farther Finance Advisors’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Farther Finance 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 Q3	$2.62M	Buy	66,305 +2,296	+4%	+$90K	0.02%	657
2026 Q2	$2.48M	Buy	64,009 +873	+1%	+$33.3K	0.02%	646
2026 Q1	$2.31M	Buy	63,136 +60,339	+2,157%	+$2.23M	0.02%	578
2025 Q4	$104K	Sell	2,797 -1,333	-32%	-$48.7K	﹤0.01%	2326
2025 Q3	$149K	Hold	4,130	–	–	﹤0.01%	1789
2025 Q2	$144K	Hold	4,130	–	–	﹤0.01%	1564
2025 Q1	$137K	Buy	+4,130	New	+$139K	﹤0.01%	1393
2024 Q4	–	Sell	-791	Closed	-$26.1K	–	4082
2024 Q3	$26.1K	Buy	+791	New	+$25.7K	﹤0.01%	1965

Other funds holding JANW

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's JANW Position: Q3 2026 in Review

Farther Finance Advisors increased its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 3.6% in Q3 2026, buying an estimated $90K and bringing the position to 66,305 shares worth $2.62M. The position accounts for 0.02% of the portfolio, ranked #657.

Farther Finance Advisors first reported a position in JANW in Q3 2024 and has held it in 8 quarters since. 8 funds tracked by Wall St. Rank hold JANW as of Q3 2026.

Farther Finance Advisors held 66,305 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $2.62M as of Q3 2026.
Farther Finance Advisors bought 2,296 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q3 2026, an estimated $90K.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #657 holding.
Farther Finance Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q3 2024 and has held it in 8 quarters since.
8 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.