LPL Financial
JANW icon

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
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

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
GCP
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

LPL Financial's JANW Position: Q2 2026 in Review

LPL Financial reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 3.6% in Q2 2026, selling an estimated $384K and leaving 267,032 shares worth $10.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2113.

LPL Financial first reported a position in JANW in Q4 2023 and has held it in 11 quarters since. 62 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

  • LPL Financial held 267,032 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $10.3M as of Q2 2026.
  • LPL Financial sold 10,082 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $384K.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2113 holding.
  • LPL Financial first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2023 and has held it in 11 quarters since.
  • 62 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.