Harbour Investments
JANW icon

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

Harbour 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
2026
Q2 		$1.98M Sell
51,143
-2,974
-5% -$113K 0.03% 551
2026
Q1 		$1.97M Buy
54,117
+18,796
+53% +$696K 0.03% 497
2025
Q4 		$1.31M Sell
35,321
-756
-2% -$27.6K 0.03% 517
2025
Q3 		$1.3M Sell
36,077
-2,670
-7% -$94.9K 0.03% 475
2025
Q2 		$1.35M Sell
38,747
-5
-0% -$168 0.03% 430
2025
Q1 		$1.29M Sell
38,752
-9,817
-20% -$331K 0.04% 418
2024
Q4 		$1.63M Buy
48,569
+36,462
+301% +$1.21M 0.05% 336
2024
Q3 		$399K Sell
12,107
-778
-6% -$25.3K 0.01% 746
2024
Q2 		$415K Sell
12,885
-4,159
-24% -$131K 0.01% 669
2024
Q1 		$536K Buy
17,044
+6,880
+68% +$212K 0.02% 568
2023
Q4 		$308K Sell
10,164
-2,297
-18% -$67.8K 0.01% 701
2023
Q3 		$359K Sell
12,461
-8
-0.1% -$232 0.02% 590
2023
Q2 		$360K Sell
12,469
-871
-7% -$24.4K 0.02% 601
2023
Q1 		$368K Buy
13,340
+2,554
+24% +$69.2K 0.02% 561
2022
Q4 		$285K Sell
10,786
-771
-7% -$19.8K 0.02% 615
2022
Q3 		$284K Hold
11,557
– – 0.02% 573
2022
Q2 		$284K Buy
+11,557
New +$291K 0.02% 573
2021
Q4 		$231K Buy
+8,680
New +$230K 0.01% 662

Other funds holding JANW

AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Harbour Investments's JANW Position: Q2 2026 in Review

Harbour Investments reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 5.5% in Q2 2026, selling an estimated $113K and leaving 51,143 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #551.

Harbour Investments first reported a position in JANW in Q4 2021 and has held it in 18 quarters since. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

  • Harbour Investments held 51,143 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $1.98M as of Q2 2026.
  • Harbour Investments sold 2,974 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $113K.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.03% of Harbour Investments's portfolio in Q2 2026, its #551 holding.
  • Harbour Investments first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2021 and has held it in 18 quarters since.
  • 88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.