Kingsview Wealth Management’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Kingsview Wealth 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 Q3	–	Sell	-22,320	Closed	-$780K	–	1250
2025 Q2	$780K	Sell	22,320 -332	-1%	-$11.1K	0.01%	643
2025 Q1	$752K	Sell	22,652 -756	-3%	-$25.5K	0.01%	613
2024 Q4	$787K	Sell	23,408 -990	-4%	-$33K	0.02%	611
2024 Q3	$804K	Sell	24,398 -598	-2%	-$19.4K	0.02%	586
2024 Q2	$805K	Sell	24,996 -166	-0.7%	-$5.25K	0.02%	564
2024 Q1	$791K	Buy	+25,162	New	+$775K	0.02%	560

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

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

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

FWM

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

BWM

BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return

Kingsview Wealth Management's JANW Position: Q3 2025 in Review

Kingsview Wealth Management sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q3 2025, closing a stake of 22,320 shares — an estimated $780K sold.

Kingsview Wealth Management first reported a position in JANW in Q1 2024 and held it in 6 quarters. The position peaked at $805K in Q2 2024. 66 funds tracked by Wall St. Rank hold JANW as of Q3 2025.

Kingsview Wealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q3 2025 after selling out during the quarter.
Kingsview Wealth Management sold 22,320 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q3 2025, an estimated $780K.
Kingsview Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2024 and held it in 6 quarters.
Kingsview Wealth Management's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $805K in Q2 2024.
66 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.