GM
JANU

GeoWealth Management’s AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF JANU Stock Holding History

GeoWealth Management’s Portfolio JANU Stock Details JANU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-129
Closed -$3.53K – 965
2026
Q1 		$3.53K Hold
129
– – ﹤0.01% 840
2025
Q4 		$3.63K Hold
129
– – ﹤0.01% 758
2025
Q3 		$3.56K Buy
+129
New +$3.45K ﹤0.01% 756

Other funds holding JANU

DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UFF
USA FINANCIAL FORMULAS Ada, Michigan $546M AUM
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCG
Transcendent Capital Group Edmond, Oklahoma $257M AUM 25.68% 1-Year Est. Return

GeoWealth Management's JANU Position: Q2 2026 in Review

GeoWealth Management sold out of AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF (JANU) in Q2 2026, closing a stake of 129 shares — an estimated $3.53K sold.

GeoWealth Management first reported a position in JANU in Q3 2025 and held it in 3 quarters. The position peaked at $3.63K in Q4 2025. 13 funds tracked by Wall St. Rank hold JANU as of Q2 2026.

  • GeoWealth Management reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 129 AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF shares in Q2 2026, an estimated $3.53K.
  • GeoWealth Management first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF in Q3 2025 and held it in 3 quarters.
  • GeoWealth Management's AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF position peaked at $3.63K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.