Kestra Advisory Services’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Kestra Advisory Services’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 Q3	$8.02M	Buy	202,797 +26,737	+15%	+$1.05M	0.02%	669
2026 Q2	$6.81M	Sell	176,060 -55,371	-24%	-$2.11M	0.02%	683
2026 Q1	$8.44M	Buy	231,431 +45,218	+24%	+$1.67M	0.03%	527
2025 Q4	$6.89M	Sell	186,213 -656	-0.4%	-$24K	0.03%	570
2025 Q3	$6.75M	Sell	186,869 -14,807	-7%	-$526K	0.03%	539
2025 Q2	$7.05M	Sell	201,676 -6,381	-3%	-$214K	0.03%	495
2025 Q1	$6.91M	Buy	208,057 +9,477	+5%	+$320K	0.03%	459
2024 Q4	$6.68M	Buy	198,580 +7,844	+4%	+$261K	0.04%	474
2024 Q3	$6.28M	Sell	190,736 -27,812	-13%	-$904K	0.03%	518
2024 Q2	$7.04M	Sell	218,548 -3,665	-2%	-$116K	0.04%	475
2024 Q1	$6.99M	Buy	222,213 +145,007	+188%	+$4.47M	0.05%	416
2023 Q4	$2.34M	Buy	77,206 +1,300	+2%	+$38.4K	0.02%	732
2023 Q3	$2.19M	Sell	75,906 -12,973	-15%	-$377K	0.02%	655
2023 Q2	$2.56M	Sell	88,879 -14,375	-14%	-$403K	0.03%	587
2023 Q1	$2.85M	Buy	103,254 +56,132	+119%	+$1.52M	0.03%	528
2022 Q4	$1.25M	Buy	47,122 +7,978	+20%	+$205K	0.01%	951
2022 Q3	$960K	Buy	39,144 +1,552	+4%	+$39.2K	0.01%	989
2022 Q2	$925K	Buy	37,592 +3,864	+11%	+$97.4K	0.01%	1009
2022 Q1	$881K	Buy	33,728 +21,506	+176%	+$558K	0.01%	1017
2021 Q4	$325K	Buy	+12,222	New	+$324K	﹤0.01%	1564

Other funds holding JANW

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

Guardian Capital (Pennsylvania) Wexford, Pennsylvania $132M AUM 27.32% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $174M AUM 10.48% 1-Year Est. Return

Kestra Advisory Services's JANW Position: Q3 2026 in Review

Kestra Advisory Services increased its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 15% in Q3 2026, buying an estimated $1.05M and bringing the position to 202,797 shares worth $8.02M. The position accounts for 0.02% of the portfolio, ranked #669.

Kestra Advisory Services first reported a position in JANW in Q4 2021 and has held it in 20 quarters since. The position peaked at $8.44M in Q1 2026. 58 funds tracked by Wall St. Rank hold JANW as of Q3 2026.

Kestra Advisory Services held 202,797 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $8.02M as of Q3 2026.
Kestra Advisory Services bought 26,737 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q3 2026, an estimated $1.05M.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.02% of Kestra Advisory Services's portfolio in Q3 2026, its #669 holding.
Kestra Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2021 and has held it in 20 quarters since.
Kestra Advisory Services's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $8.44M in Q1 2026.
58 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.