LRWM
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Lord & Richards Wealth Management’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Lord & Richards 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
Q2 		– Sell
-29,629
Closed -$984K – 109
2025
Q1 		$984K Buy
29,629
+4,237
+17% +$143K 1.12% 31
2024
Q4 		$854K Buy
+25,392
New +$846K 1.8% 16

Other funds holding JANW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Lord & Richards Wealth Management's JANW Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q2 2025, closing a stake of 29,629 shares — an estimated $984K sold.

Lord & Richards Wealth Management first reported a position in JANW in Q4 2024 and held it in 2 quarters. The position peaked at $984K in Q1 2025. 80 funds tracked by Wall St. Rank hold JANW as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 29,629 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2025, an estimated $984K.
  • Lord & Richards Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $984K in Q1 2025.
  • 80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.