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Kaye Capital Management’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Kaye Capital Management’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
2025
Q2 		$1.19M Sell
34,191
-41,563
-55% -$1.4M 0.46% 25
2025
Q1 		$2.52M Buy
+75,754
New +$2.56M 1.03% 21

Other funds holding JANW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $71.6B AUM 21.08% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Kaye Capital Management's JANW Position: Q2 2025 in Review

Kaye Capital Management reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 55% in Q2 2025, selling an estimated $1.4M and leaving 34,191 shares worth $1.19M. The position accounts for 0.46% of the portfolio, ranked #25.

Kaye Capital Management first reported a position in JANW in Q1 2025 and has held it in 2 quarters since. The position peaked at $2.52M in Q1 2025. 80 funds tracked by Wall St. Rank hold JANW as of Q2 2025.

  • Kaye Capital Management held 34,191 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $1.19M as of Q2 2025.
  • Kaye Capital Management sold 41,563 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2025, an estimated $1.4M.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.46% of Kaye Capital Management's portfolio in Q2 2025, its #25 holding.
  • Kaye Capital Management first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2025 and has held it in 2 quarters since.
  • Kaye Capital Management's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $2.52M in Q1 2025.
  • 80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2025.

Based on Kaye Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.