Grantvest Financial Group’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Grantvest Financial Group’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	$1.4M	Sell	38,320 -2,730	-7%	-$101K	0.9%	19
2025 Q4	$1.52M	Sell	41,050 -910	-2%	-$33.2K	0.97%	19
2025 Q3	$1.52M	Sell	41,960 -977	-2%	-$34.7K	1.05%	18
2025 Q2	$1.5M	Sell	42,937 -1,191	-3%	-$40K	1.11%	15
2025 Q1	$1.47M	Buy	44,128 +2,903	+7%	+$98K	1.19%	14
2024 Q4	$1.39M	Buy	+41,225	New	+$1.37M	1.55%	16

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 Waltham, Massachusetts $79.5B AUM 27.1% 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 $31B AUM 28.39% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 14.86% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

Grantvest Financial Group's JANW Position: Q1 2026 in Review

Grantvest Financial Group reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 6.7% in Q1 2026, selling an estimated $101K and leaving 38,320 shares worth $1.4M. The position accounts for 0.9% of the portfolio, ranked #19.

Grantvest Financial Group first reported a position in JANW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.52M in Q4 2025. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

Grantvest Financial Group held 38,320 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $1.4M as of Q1 2026.
Grantvest Financial Group sold 2,730 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2026, an estimated $101K.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.9% of Grantvest Financial Group's portfolio in Q1 2026, its #19 holding.
Grantvest Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2024 and has held it in 6 quarters since.
Grantvest Financial Group's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $1.52M in Q4 2025.
86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.