Moors & Cabot’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Moors & Cabot’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	$334K	Buy	9,150 +1,250	+16%	+$46.3K	0.01%	667
2025 Q4	$292K	Hold	7,900	–	–	0.01%	692
2025 Q3	$286K	Hold	7,900	–	–	0.01%	688
2025 Q2	$276K	Sell	7,900 -500	-6%	-$16.8K	0.01%	682
2025 Q1	$279K	Buy	8,400 +1,800	+27%	+$60.8K	0.01%	661
2024 Q4	$222K	Sell	6,600 -1,700	-20%	-$56.6K	0.01%	773
2024 Q3	$273K	Sell	8,300 -500	-6%	-$16.3K	0.01%	683
2024 Q2	$283K	Sell	8,800 -500	-5%	-$15.8K	0.02%	647
2024 Q1	$292K	Buy	+9,300	New	+$287K	0.02%	681

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 $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 14.86% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

Moors & Cabot's JANW Position: Q1 2026 in Review

Moors & Cabot increased its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 16% in Q1 2026, buying an estimated $46.3K and bringing the position to 9,150 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #667.

Moors & Cabot first reported a position in JANW in Q1 2024 and has held it in 9 quarters since. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

Moors & Cabot held 9,150 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $334K as of Q1 2026.
Moors & Cabot bought 1,250 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2026, an estimated $46.3K.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.01% of Moors & Cabot's portfolio in Q1 2026, its #667 holding.
Moors & Cabot first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2024 and has held it in 9 quarters since.
86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.