LPL Financial’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

LPL Financial’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 Q3	$10.9M	Buy	274,526 +7,494	+3%	+$294K	﹤0.01%	2128
2026 Q2	$10.3M	Sell	267,032 -10,082	-4%	-$384K	﹤0.01%	2113
2026 Q1	$10.1M	Buy	277,114 +25,808	+10%	+$955K	﹤0.01%	1988
2025 Q4	$9.3M	Buy	251,306 +83,789	+50%	+$3.06M	﹤0.01%	2001
2025 Q3	$6.05M	Buy	167,517 +115,786	+224%	+$4.12M	﹤0.01%	2300
2025 Q2	$1.81M	Buy	51,731 +23,770	+85%	+$798K	﹤0.01%	3220
2025 Q1	$929K	Buy	27,961 +1,229	+5%	+$41.5K	﹤0.01%	3618
2024 Q4	$899K	Sell	26,732 -1,589	-6%	-$52.9K	﹤0.01%	3577
2024 Q3	$933K	Sell	28,321 -2,869	-9%	-$93.2K	﹤0.01%	3466
2024 Q2	$1M	Buy	31,190 +3,401	+12%	+$108K	﹤0.01%	3254
2024 Q1	$874K	Buy	27,789 +11,181	+67%	+$345K	﹤0.01%	3310
2023 Q4	$503K	Buy	+16,608	New	+$490K	﹤0.01%	3666

Other funds holding JANW

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Guardian Capital (Pennsylvania) Wexford, Pennsylvania $132M AUM 27.32% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return

BCGM Wealth Management Lafayette, Indiana $500M AUM 11.61% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LPL Financial's JANW Position: Q3 2026 in Review

LPL Financial increased its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 2.8% in Q3 2026, buying an estimated $294K and bringing the position to 274,526 shares worth $10.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2128.

LPL Financial first reported a position in JANW in Q4 2023 and has held it in 12 quarters since. 60 funds tracked by Wall St. Rank hold JANW as of Q3 2026.

LPL Financial held 274,526 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $10.9M as of Q3 2026.
LPL Financial bought 7,494 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q3 2026, an estimated $294K.
AllianzIM U.S. Equity Buffer20 Jan ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2128 holding.
LPL Financial first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2023 and has held it in 12 quarters since.
60 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.