IFP Advisors’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

IFP Advisors’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	$2.32M	Sell	59,923 -189	-0.3%	-$7.2K	0.04%	440
2026 Q1	$2.19M	Buy	60,112 +984	+2%	+$36.4K	0.05%	420
2025 Q4	$2.19M	Sell	59,128 -612	-1%	-$22.3K	0.05%	392
2025 Q3	$2.16M	Sell	59,740 -93	-0.2%	-$3.31K	0.06%	356
2025 Q2	$2.09M	Sell	59,833 -506	-0.8%	-$17K	0.06%	347
2025 Q1	$2M	Buy	60,339 +11,698	+24%	+$395K	0.06%	352
2024 Q4	$1.64M	Buy	48,641 +187	+0.4%	+$6.23K	0.05%	381
2024 Q3	$1.6M	Sell	48,454 -37,989	-44%	-$1.23M	0.06%	354
2024 Q2	$2.78M	Sell	86,443 -10,044	-10%	-$318K	0.11%	194
2024 Q1	$3.03M	Buy	96,487 +11,530	+14%	+$355K	0.13%	165
2023 Q4	$2.57M	Sell	84,957 -189	-0.2%	-$5.58K	0.12%	186
2023 Q3	$2.45M	Buy	85,146 +2,768	+3%	+$80.4K	0.11%	193
2023 Q2	$2.38M	Sell	82,378 -124	-0.2%	-$3.48K	0.1%	219
2023 Q1	$2.05M	Sell	82,502 -46,567	-36%	-$1.26M	0.09%	224
2022 Q4	$3.21M	Sell	129,069 -36,059	-22%	-$925K	0.09%	242
2022 Q3	$4.11M	Buy	165,128 +1,088	+0.7%	+$27.5K	0.11%	193
2022 Q2	$4.08M	Hold	164,040	–	–	0.13%	170
2022 Q1	$4.08M	Buy	164,040 +125,196	+322%	+$3.25M	0.13%	170
2021 Q4	$1.03M	Buy	+38,844	New	+$1.03M	0.02%	406

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 $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFP Advisors's JANW Position: Q2 2026 in Review

IFP Advisors reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 0.31% in Q2 2026, selling an estimated $7.2K and leaving 59,923 shares worth $2.32M. The position accounts for 0.04% of the portfolio, ranked #440.

IFP Advisors first reported a position in JANW in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.11M in Q3 2022. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

IFP Advisors held 59,923 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $2.32M as of Q2 2026.
IFP Advisors sold 189 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $7.2K.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #440 holding.
IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2021 and has held it in 19 quarters since.
IFP Advisors's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $4.11M in Q3 2022.
88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.