IFP Advisors
JANW icon

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
Q3 		$2.37M Sell
59,920
-3
-0% -$118 0.04% 444
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% 171
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

PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
FSR Wealth Management
FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return
Long Island Wealth Management
Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

IFP Advisors's JANW Position: Q3 2026 in Review

IFP Advisors reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 0.01% in Q3 2026, selling an estimated $118 and leaving 59,920 shares worth $2.37M. The position accounts for 0.04% of the portfolio, ranked #444.

IFP Advisors first reported a position in JANW in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.11M in Q3 2022. 34 funds tracked by Wall St. Rank hold JANW as of Q3 2026.

  • IFP Advisors held 59,920 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $2.37M as of Q3 2026.
  • IFP Advisors sold 3 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q3 2026, an estimated $118.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.04% of IFP Advisors's portfolio in Q3 2026, its #444 holding.
  • IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2021 and has held it in 20 quarters since.
  • IFP Advisors's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $4.11M in Q3 2022.
  • 34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.