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Global Retirement Partners’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Global Retirement Partners’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
Q3 		– Sell
-160
Closed -$5.59K – 3950
2025
Q2 		$5.59K Buy
+160
New +$5.37K ﹤0.01% 2860

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 $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return

Global Retirement Partners's JANW Position: Q3 2025 in Review

Global Retirement Partners sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q3 2025, closing a stake of 160 shares — an estimated $5.59K sold.

Global Retirement Partners first reported a position in JANW in Q2 2025 and held it in 1 quarter. The position peaked at $5.59K in Q2 2025. 66 funds tracked by Wall St. Rank hold JANW as of Q3 2025.

  • Global Retirement Partners reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 160 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q3 2025, an estimated $5.59K.
  • Global Retirement Partners first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q2 2025 and held it in 1 quarter.
  • Global Retirement Partners's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $5.59K in Q2 2025.
  • 66 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.