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 Q2	–	Sell	-2,322	Closed	-$84.7K	–	924
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 $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

GeoWealth Management's JANW Position: Q2 2026 in Review

GeoWealth Management sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q2 2026, closing a stake of 2,322 shares — an estimated $84.7K sold.

GeoWealth Management first reported a position in JANW in Q1 2024 and held it in 7 quarters. The position peaked at $3.68M in Q2 2025. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

GeoWealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q2 2026 after selling out during the quarter.
GeoWealth Management sold 2,322 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $84.7K.
GeoWealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2024 and held it in 7 quarters.
GeoWealth Management's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $3.68M in Q2 2025.
88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

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