LifeWealth Investments’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

LifeWealth Investments’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	–	Sell	-8,563	Closed	-$312K	–	143
2026 Q1	$312K	Sell	8,563 -16	-0.2%	-$592	0.09%	105
2025 Q4	$318K	Buy	8,579 +70	+0.8%	+$2.56K	0.1%	114
2025 Q3	$308K	Sell	8,509 -66,342	-89%	-$2.36M	0.1%	108
2025 Q2	$2.61M	Buy	74,851 +11,965	+19%	+$402K	0.95%	32
2025 Q1	$2.09M	Buy	62,886 +27,217	+76%	+$919K	1%	33
2024 Q4	$1.2M	Buy	+35,669	New	+$1.19M	0.79%	38

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

LifeWealth Investments's JANW Position: Q2 2026 in Review

LifeWealth Investments sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q2 2026, closing a stake of 8,563 shares — an estimated $312K sold.

LifeWealth Investments first reported a position in JANW in Q4 2024 and held it in 6 quarters. The position peaked at $2.61M in Q2 2025. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

LifeWealth Investments reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q2 2026 after selling out during the quarter.
LifeWealth Investments sold 8,563 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $312K.
LifeWealth Investments first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2024 and held it in 6 quarters.
LifeWealth Investments's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $2.61M in Q2 2025.
88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.