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 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

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

Independent Financial Group's JANW Position: Q2 2026 in Review

Independent Financial Group held its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) position steady in Q2 2026 at 6,707 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Independent Financial Group first reported a position in JANW in Q1 2024 and has held it in 6 quarters since. The position peaked at $328K in Q4 2024. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

Independent Financial Group held 6,707 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $259K as of Q2 2026.
Independent Financial Group left its AllianzIM U.S. Equity Buffer20 Jan ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Jan ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1339 holding.
Independent Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2024 and has held it in 6 quarters since.
Independent Financial Group's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $328K in Q4 2024.
88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.