Kingdom Financial Group’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Kingdom Financial Group’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 Q1	$130K	Sell	3,574 -3	-0.1%	-$111	0.04%	190
2025 Q4	$132K	Buy	+3,577	New	+$131K	0.04%	181
2025 Q3	–	Sell	-15,598	Closed	-$545K	–	83
2025 Q2	$545K	Sell	15,598 -9,880	-39%	-$332K	0.48%	30
2025 Q1	$846K	Sell	25,478 -680	-3%	-$23K	0.62%	22
2024 Q4	$880K	Buy	+26,158	New	+$871K	0.6%	22
2024 Q2	–	Sell	-10,382	Closed	-$326K	–	59
2024 Q1	$326K	Sell	10,382 -1,529	-13%	-$47.1K	0.23%	43
2023 Q4	$361K	Buy	+11,911	New	+$351K	0.31%	51

Other funds holding JANW

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PIS

POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

Kingdom Financial Group's JANW Position: Q1 2026 in Review

Kingdom Financial Group reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 0.08% in Q1 2026, selling an estimated $111 and leaving 3,574 shares worth $130K. The position accounts for 0.04% of the portfolio, ranked #190.

Kingdom Financial Group first reported a position in JANW in Q4 2023 and has held it in 7 quarters since. The position peaked at $880K in Q4 2024. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

Kingdom Financial Group held 3,574 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $130K as of Q1 2026.
Kingdom Financial Group sold 3 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2026, an estimated $111.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.04% of Kingdom Financial Group's portfolio in Q1 2026, its #190 holding.
Kingdom Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2023 and has held it in 7 quarters since.
Kingdom Financial Group's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $880K in Q4 2024.
86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.