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

Lloyd 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 Q2	$1.16M	Buy	29,911 +26,337	+737%	+$1M	0.45%	36
2026 Q1	$130K	Sell	3,574 -22,570	-86%	-$835K	0.04%	190
2025 Q4	$968K	Buy	26,144 +19,436	+290%	+$710K	0.38%	42
2025 Q3	$242K	Sell	6,708 -399,032	-98%	-$14.2M	0.11%	78
2025 Q2	$14.2M	Sell	405,740 -16,495	-4%	-$554K	6.85%	4
2025 Q1	$14M	Sell	422,235 -9,711	-2%	-$328K	7.04%	5
2024 Q4	$14.5M	Buy	+431,946	New	+$14.4M	6.88%	4
2024 Q1	–	Sell	-444,692	Closed	-$13.5M	–	155
2023 Q4	$13.5M	Buy	+444,692	New	+$13.1M	6.38%	3
2022 Q3	–	Sell	-16,498	Closed	-$406K	–	55
2022 Q2	$406K	Sell	16,498 -631,486	-97%	-$15.9M	0.32%	35
2022 Q1	$16.9M	Buy	647,984 +15,774	+2%	+$409K	7.88%	3
2021 Q4	$16.8M	Buy	632,210 +1,308	+0.2%	+$34.7K	7.75%	3
2021 Q3	$16.6M	Sell	630,902 -7,066	-1%	-$186K	8.52%	3
2021 Q2	$16.7M	Sell	637,968 -2,536	-0.4%	-$65.8K	8.44%	3
2021 Q1	$16.4M	Buy	+640,504	New	+$16.1M	8.93%	3

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

Lloyd Advisory Services's JANW Position: Q2 2026 in Review

Lloyd Advisory Services increased its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 737% in Q2 2026, buying an estimated $1M and bringing the position to 29,911 shares worth $1.16M. The position accounts for 0.45% of the portfolio, ranked #36.

Lloyd Advisory Services first reported a position in JANW in Q1 2021 and has held it in 14 quarters since. The position peaked at $16.9M in Q1 2022. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

Lloyd Advisory Services held 29,911 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $1.16M as of Q2 2026.
Lloyd Advisory Services bought 26,337 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $1M.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.45% of Lloyd Advisory Services's portfolio in Q2 2026, its #36 holding.
Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2021 and has held it in 14 quarters since.
Lloyd Advisory Services's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $16.9M in Q1 2022.
88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.