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

Long Island 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
2026 Q2	$3.67M	Hold	94,923	–	–	1.52%	19
2026 Q1	$3.46M	Sell	94,923 -2,200	-2%	-$81.4K	1.61%	18
2025 Q4	$3.59M	Sell	97,123 -570	-0.6%	-$20.8K	1.7%	17
2025 Q3	$3.53M	Sell	97,693 -1,359	-1%	-$48.3K	1.72%	17
2025 Q2	$3.46M	Buy	99,052 +50,247	+103%	+$1.69M	1.8%	17
2025 Q1	$1.62M	Sell	48,805 -6,838	-12%	-$231K	0.99%	21
2024 Q4	$1.87M	Sell	55,643 -5,283	-9%	-$176K	1.17%	21
2024 Q3	$2.01M	Buy	60,926 +129	+0.2%	+$4.19K	1.32%	22
2024 Q2	$1.96M	Sell	60,797 -12,517	-17%	-$396K	1.38%	21
2024 Q1	$2.31M	Buy	73,314 +1,089	+2%	+$33.6K	1.63%	21
2023 Q4	$2.19M	Buy	+72,225	New	+$2.13M	1.56%	21

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

Long Island Wealth Management's JANW Position: Q2 2026 in Review

Long Island Wealth Management held its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) position steady in Q2 2026 at 94,923 shares worth $3.67M. The position accounts for 1.52% of the portfolio, ranked #19.

Long Island Wealth Management first reported a position in JANW in Q4 2023 and has held it in 11 quarters since. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

Long Island Wealth Management held 94,923 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $3.67M as of Q2 2026.
Long Island Wealth Management left its AllianzIM U.S. Equity Buffer20 Jan ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 1.52% of Long Island Wealth Management's portfolio in Q2 2026, its #19 holding.
Long Island Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2023 and has held it in 11 quarters since.
88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.