Great Lakes Retirement’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Great Lakes Retirement’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	-74,445	Closed	-$2.6M	–	206
2025 Q2	$2.6M	Sell	74,445 -6,704	-8%	-$225K	0.31%	72
2025 Q1	$2.69M	Sell	81,149 -4,223	-5%	-$143K	0.35%	66
2024 Q4	$2.87M	Buy	+85,372	New	+$2.84M	0.37%	56
2024 Q3	–	Sell	-373	Closed	-$12K	–	437
2024 Q2	$12K	Sell	373 -104,494	-100%	-$3.3M	﹤0.01%	465
2024 Q1	$3.3M	Sell	104,867 -7,241	-6%	-$223K	0.49%	42
2023 Q4	$3.4M	Buy	112,108 +96,784	+632%	+$2.86M	0.56%	36
2023 Q3	$442K	Buy	+15,324	New	+$445K	0.08%	171

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 Waltham, Massachusetts $71.6B AUM 21.08% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

BWM

BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return

Great Lakes Retirement's JANW Position: Q3 2025 in Review

Great Lakes Retirement sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q3 2025, closing a stake of 74,445 shares — an estimated $2.6M sold.

Great Lakes Retirement first reported a position in JANW in Q3 2023 and held it in 7 quarters. The position peaked at $3.4M in Q4 2023. 66 funds tracked by Wall St. Rank hold JANW as of Q3 2025.

Great Lakes Retirement reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q3 2025 after selling out during the quarter.
Great Lakes Retirement sold 74,445 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q3 2025, an estimated $2.6M.
Great Lakes Retirement first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q3 2023 and held it in 7 quarters.
Great Lakes Retirement's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $3.4M in Q4 2023.
66 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q3 2025.

Based on Great Lakes Retirement's 13F filing for Q3 2025, filed 12 Nov 2025.