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

FSR 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	$5.88M	Buy	152,142 +2,737	+2%	+$104K	6.71%	5
2026 Q1	$5.45M	Sell	149,405 -528	-0.4%	-$19.5K	6.74%	5
2025 Q4	$5.55M	Sell	149,933 -3,798	-2%	-$139K	6.52%	5
2025 Q3	$5.56M	Sell	153,731 -190,387	-55%	-$6.77M	6.58%	6
2025 Q2	$12M	Sell	344,118 -656	-0.2%	-$22K	15.44%	1
2025 Q1	$11.4M	Buy	344,774 +15,788	+5%	+$533K	15.11%	1
2024 Q4	$11.1M	Buy	+328,986	New	+$11M	13.91%	1

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

FSR Wealth Management increased its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 1.8% in Q2 2026, buying an estimated $104K and bringing the position to 152,142 shares worth $5.88M. The position accounts for 6.71% of the portfolio, ranked #5.

FSR Wealth Management first reported a position in JANW in Q4 2024 and has held it in 7 quarters since. The position peaked at $12M in Q2 2025. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

FSR Wealth Management held 152,142 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $5.88M as of Q2 2026.
FSR Wealth Management bought 2,737 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $104K.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 6.71% of FSR Wealth Management's portfolio in Q2 2026, its #5 holding.
FSR Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2024 and has held it in 7 quarters since.
FSR Wealth Management's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $12M in Q2 2025.
88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on FSR Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.