Jones Financial Companies
JANW icon

Jones Financial Companies’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Jones Financial Companies’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
2024
Q4 		– Sell
-514
Closed -$16.9K – 3463
2024
Q3 		$16.9K Buy
+514
New +$16.7K ﹤0.01% 2018

Other funds holding JANW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jones Financial Companies's JANW Position: Q4 2024 in Review

Jones Financial Companies sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q4 2024, closing a stake of 514 shares — an estimated $16.9K sold.

Jones Financial Companies first reported a position in JANW in Q3 2024 and held it in 1 quarter. The position peaked at $16.9K in Q3 2024. 74 funds tracked by Wall St. Rank hold JANW as of Q4 2024.

  • Jones Financial Companies reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q4 2024 after selling out during the quarter.
  • Jones Financial Companies sold 514 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q4 2024, an estimated $16.9K.
  • Jones Financial Companies first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q3 2024 and held it in 1 quarter.
  • Jones Financial Companies's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $16.9K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q4 2024.

Based on Jones Financial Companies's 13F filing for Q4 2024, filed 6 Feb 2025.