MWM
JANW icon

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

Mosley 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 		$597K Buy
15,438
+15,152
+5,298% +$577K 0.19% 85
2026
Q1 		$10.3K Buy
+286
New +$10.6K ﹤0.01% 298

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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

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

Mosley Wealth Management increased its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 5,298% in Q2 2026, buying an estimated $577K and bringing the position to 15,438 shares worth $597K. The position accounts for 0.19% of the portfolio, ranked #85.

Mosley Wealth Management first reported a position in JANW in Q1 2026 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

  • Mosley Wealth Management held 15,438 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $597K as of Q2 2026.
  • Mosley Wealth Management bought 15,152 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $577K.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.19% of Mosley Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Mosley Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2026 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.