FFA
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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
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 – 4088
2024
Q3 		$26.1K Buy
+791
New +$25.7K ﹤0.01% 1965

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 $376B 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