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Gradient Investments’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Gradient Investments’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
Q4 		– Sell
-52,357
Closed -$1.89M – 364
2025
Q3 		$1.89M Hold
52,357
– – 0.03% 196
2025
Q2 		$1.83M Buy
+52,357
New +$1.76M 0.03% 197

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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $26.4B AUM 21.05% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

Gradient Investments's JANW Position: Q4 2025 in Review

Gradient Investments sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q4 2025, closing a stake of 52,357 shares — an estimated $1.89M sold.

Gradient Investments first reported a position in JANW in Q2 2025 and held it in 2 quarters. The position peaked at $1.89M in Q3 2025. 70 funds tracked by Wall St. Rank hold JANW as of Q4 2025.

  • Gradient Investments reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q4 2025 after selling out during the quarter.
  • Gradient Investments sold 52,357 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q4 2025, an estimated $1.89M.
  • Gradient Investments first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q2 2025 and held it in 2 quarters.
  • Gradient Investments's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $1.89M in Q3 2025.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q4 2025.

Based on Gradient Investments's 13F filing for Q4 2025, filed 8 Jan 2026.