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

GeoWealth 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	$84.7K	Hold	2,322	–	–	﹤0.01%	801
2025 Q4	$85.9K	Hold	2,322	–	–	﹤0.01%	724
2025 Q3	$83.9K	Sell	2,322 -103,156	-98%	-$3.67M	﹤0.01%	732
2025 Q2	$3.68M	Buy	105,478 +15,349	+17%	+$515K	0.14%	86
2025 Q1	$2.99M	Buy	90,129 +12,813	+17%	+$433K	0.12%	105
2024 Q4	$2.6M	Buy	+77,316	New	+$2.57M	0.09%	152
2024 Q2	–	Sell	-20,097	Closed	-$632K	–	910
2024 Q1	$632K	Buy	+20,097	New	+$619K	0.02%	389

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GeoWealth Management's JANW Position: Q1 2026 in Review

GeoWealth Management held its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) position steady in Q1 2026 at 2,322 shares worth $84.7K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

GeoWealth Management first reported a position in JANW in Q1 2024 and has held it in 7 quarters since. The position peaked at $3.68M in Q2 2025. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

GeoWealth Management held 2,322 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $84.7K as of Q1 2026.
GeoWealth Management left its AllianzIM U.S. Equity Buffer20 Jan ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer20 Jan ETF made up ﹤0.01% of GeoWealth Management's portfolio in Q1 2026, its #801 holding.
GeoWealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2024 and has held it in 7 quarters since.
GeoWealth Management's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $3.68M in Q2 2025.
86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.