Independent Financial Group
JANW icon

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

Independent 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
Q3 		$265K Hold
6,707
– – ﹤0.01% 1355
2026
Q2 		$259K Hold
6,707
– – ﹤0.01% 1339
2026
Q1 		$245K Buy
+6,707
New +$248K 0.01% 1271
2025
Q1 		– Sell
-9,768
Closed -$328K – 1221
2024
Q4 		$328K Hold
9,768
– – 0.01% 868
2024
Q3 		$322K Hold
9,768
– – 0.01% 848
2024
Q2 		$315K Hold
9,768
– – 0.01% 805
2024
Q1 		$307K Buy
+9,768
New +$301K 0.01% 771

Other funds holding JANW

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group's JANW Position: Q3 2026 in Review

Independent Financial Group held its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) position steady in Q3 2026 at 6,707 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Independent Financial Group first reported a position in JANW in Q1 2024 and has held it in 7 quarters since. The position peaked at $328K in Q4 2024. 8 funds tracked by Wall St. Rank hold JANW as of Q3 2026.

  • Independent Financial Group held 6,707 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $265K as of Q3 2026.
  • Independent Financial Group left its AllianzIM U.S. Equity Buffer20 Jan ETF share count unchanged in Q3 2026.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1355 holding.
  • Independent Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2024 and has held it in 7 quarters since.
  • Independent Financial Group's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $328K in Q4 2024.
  • 8 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.