Joseph P. Lucia & Associates’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Joseph P. Lucia & Associates’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	$1.73M	Hold	44,755	–	–	0.52%	48
2026 Q1	$1.63M	Buy	44,755 +2,900	+7%	+$107K	0.58%	48
2025 Q4	$1.55M	Sell	41,855 -4,505	-10%	-$164K	0.56%	51
2025 Q3	$1.68M	Sell	46,360 -3,780	-8%	-$134K	0.63%	48
2025 Q2	$1.75M	Sell	50,140 -220	-0.4%	-$7.39K	0.72%	44
2025 Q1	$1.67M	Buy	50,360 +29,945	+147%	+$1.01M	0.76%	43
2024 Q4	$687K	Buy	+20,415	New	+$680K	0.31%	73

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

Joseph P. Lucia & Associates's JANW Position: Q2 2026 in Review

Joseph P. Lucia & Associates held its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) position steady in Q2 2026 at 44,755 shares worth $1.73M. The position accounts for 0.52% of the portfolio, ranked #48.

Joseph P. Lucia & Associates first reported a position in JANW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.75M in Q2 2025. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

Joseph P. Lucia & Associates held 44,755 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $1.73M as of Q2 2026.
Joseph P. Lucia & Associates left its AllianzIM U.S. Equity Buffer20 Jan ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.52% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #48 holding.
Joseph P. Lucia & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2024 and has held it in 7 quarters since.
Joseph P. Lucia & Associates's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $1.75M in Q2 2025.
88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.