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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
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 $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
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

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

FSR Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 0.35% in Q1 2026, selling an estimated $19.5K and leaving 149,405 shares worth $5.45M. The position accounts for 6.74% of the portfolio, ranked #5.

FSR Wealth Management first reported a position in JANW in Q4 2024 and has held it in 6 quarters since. The position peaked at $12M in Q2 2025. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

  • FSR Wealth Management held 149,405 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $5.45M as of Q1 2026.
  • FSR Wealth Management sold 528 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2026, an estimated $19.5K.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up 6.74% of FSR Wealth Management's portfolio in Q1 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 6 quarters since.
  • FSR Wealth Management's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $12M in Q2 2025.
  • 86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on FSR Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.