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Gladstone Institutional Advisory’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Gladstone Institutional Advisory’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
2025
Q1 		– Sell
-61,781
Closed -$2.08M – 737
2024
Q4 		$2.08M Sell
61,781
-215,447
-78% -$7.17M 0.1% 217
2024
Q3 		$9.13M Buy
277,228
+225,516
+436% +$7.33M 0.45% 53
2024
Q2 		$1.67M Buy
+51,712
New +$1.63M 0.09% 241

Other funds holding JANW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 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 $31B AUM 28.39% 1-Year Est. Return

Gladstone Institutional Advisory's JANW Position: Q1 2025 in Review

Gladstone Institutional Advisory sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q1 2025, closing a stake of 61,781 shares — an estimated $2.08M sold.

Gladstone Institutional Advisory first reported a position in JANW in Q2 2024 and held it in 3 quarters. The position peaked at $9.13M in Q3 2024. 77 funds tracked by Wall St. Rank hold JANW as of Q1 2025.

  • Gladstone Institutional Advisory reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q1 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 61,781 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2025, an estimated $2.08M.
  • Gladstone Institutional Advisory first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q2 2024 and held it in 3 quarters.
  • Gladstone Institutional Advisory's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $9.13M in Q3 2024.
  • 77 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2025, filed 15 May 2025.