Integrated Wealth Management (Ohio)’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Integrated Wealth Management (Ohio)’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	$2.25M	Buy	58,136 +5,282	+10%	+$201K	2.37%	12
2026 Q1	$1.93M	Buy	52,854 +8,005	+18%	+$296K	2.21%	14
2025 Q4	$1.66M	Buy	+44,849	New	+$1.64M	1.87%	18

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

Integrated Wealth Management (Ohio)'s JANW Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) increased its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 10% in Q2 2026, buying an estimated $201K and bringing the position to 58,136 shares worth $2.25M. The position accounts for 2.37% of the portfolio, ranked #12.

Integrated Wealth Management (Ohio) first reported a position in JANW in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

Integrated Wealth Management (Ohio) held 58,136 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $2.25M as of Q2 2026.
Integrated Wealth Management (Ohio) bought 5,282 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $201K.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 2.37% of Integrated Wealth Management (Ohio)'s portfolio in Q2 2026, its #12 holding.
Integrated Wealth Management (Ohio) first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2025 and has held it in 3 quarters since.
87 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.