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

Midwest Financial Network’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	$896K	Sell	22,655 -2,981	-12%	-$117K	0.61%	43
2026 Q2	$991K	Sell	25,636 -3,543	-12%	-$135K	0.68%	43
2026 Q1	$1.06M	Sell	29,179 -6,549	-18%	-$242K	0.85%	35
2025 Q4	$1.32M	Sell	35,728 -12,629	-26%	-$461K	1.02%	36
2025 Q3	$1.75M	Buy	48,357 +1,999	+4%	+$71.1K	1.42%	30
2025 Q2	$1.62M	Sell	46,358 -774	-2%	-$26K	1.61%	26
2025 Q1	$1.57M	Sell	47,132 -736	-2%	-$24.8K	1.56%	28
2024 Q4	$1.61M	Buy	+47,868	New	+$1.59M	1.67%	26

Other funds holding JANW

PIS

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

FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 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

IWMO

Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return

Midwest Financial Network's JANW Position: Q3 2026 in Review

Midwest Financial Network reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 12% in Q3 2026, selling an estimated $117K and leaving 22,655 shares worth $896K. The position accounts for 0.61% of the portfolio, ranked #43.

Midwest Financial Network first reported a position in JANW in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.75M in Q3 2025. 34 funds tracked by Wall St. Rank hold JANW as of Q3 2026.

Midwest Financial Network held 22,655 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $896K as of Q3 2026.
Midwest Financial Network sold 2,981 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q3 2026, an estimated $117K.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.61% of Midwest Financial Network's portfolio in Q3 2026, its #43 holding.
Midwest Financial Network first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2024 and has held it in 8 quarters since.
Midwest Financial Network's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $1.75M in Q3 2025.
34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.