BFC Planning, Inc.’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

BFC Planning, Inc.’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	$148K	Hold	3,826	–	–	0.01%	1059
2026 Q1	$140K	Hold	3,826	–	–	0.01%	996
2025 Q4	$142K	Buy	3,826 +2,224	+139%	+$81.2K	0.01%	998
2025 Q3	$57.9K	Hold	1,602	–	–	﹤0.01%	1127
2025 Q2	$56K	Hold	1,602	–	–	﹤0.01%	1081
2025 Q1	$53.2K	Hold	1,602	–	–	﹤0.01%	1084
2024 Q4	$53.9K	Buy	+1,602	New	+$53.3K	﹤0.01%	1079

Other funds holding JANW

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

BFC Planning, Inc.'s JANW Position: Q2 2026 in Review

BFC Planning, Inc. held its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) position steady in Q2 2026 at 3,826 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #1059.

BFC Planning, Inc. first reported a position in JANW in Q4 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

BFC Planning, Inc. held 3,826 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $148K as of Q2 2026.
BFC Planning, Inc. left its AllianzIM U.S. Equity Buffer20 Jan ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1059 holding.
BFC Planning, Inc. first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2024 and has held it in 7 quarters since.
90 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.