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 Q2	$309K	Sell	7,994 -2,756	-26%	-$105K	﹤0.01%	877
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 $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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 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

Modern Wealth Management's JANW Position: Q2 2026 in Review

Modern Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 26% in Q2 2026, selling an estimated $105K and leaving 7,994 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Modern Wealth Management first reported a position in JANW in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.25M in Q3 2025. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

Modern Wealth Management held 7,994 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $309K as of Q2 2026.
Modern Wealth Management sold 2,756 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $105K.
AllianzIM U.S. Equity Buffer20 Jan ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #877 holding.
Modern Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q2 2025 and has held it in 5 quarters since.
Modern Wealth Management's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $1.25M in Q3 2025.
88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.