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

Modern 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
Q1 		$394K Hold
10,750
– – 0.01% 627
2025
Q4 		$398K Sell
10,750
-23,826
-69% -$870K 0.01% 594
2025
Q3 		$1.25M Buy
34,576
+385
+1% +$13.7K 0.02% 348
2025
Q2 		$1.19M Buy
+34,191
New +$1.15M 0.03% 334

Other funds holding JANW

AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $26.4B AUM 21.05% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

Modern Wealth Management's JANW Position: Q1 2026 in Review

Modern Wealth Management held its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) position steady in Q1 2026 at 10,750 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #627.

Modern Wealth Management first reported a position in JANW in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.25M in Q3 2025. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

  • Modern Wealth Management held 10,750 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $394K as of Q1 2026.
  • Modern Wealth Management left its AllianzIM U.S. Equity Buffer20 Jan ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #627 holding.
  • Modern Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q2 2025 and has held it in 4 quarters since.
  • Modern Wealth Management's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $1.25M in Q3 2025.
  • 86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.