NIA
JANU

NBZ Investment Advisors’s AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF JANU Stock Holding History

NBZ Investment Advisors’s Portfolio JANU Stock Details JANU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$230K Buy
8,415
+10
+0.1% +$281 0.1% 49
2025
Q4 		$237K Buy
+8,405
New +$235K 0.1% 45

Other funds holding JANU

SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

NBZ Investment Advisors's JANU Position: Q1 2026 in Review

NBZ Investment Advisors increased its AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF (JANU) stake by 0.12% in Q1 2026, buying an estimated $281 and bringing the position to 8,415 shares worth $230K. The position accounts for 0.1% of the portfolio, ranked #49.

NBZ Investment Advisors first reported a position in JANU in Q4 2025 and has held it in 2 quarters since. The position peaked at $237K in Q4 2025. 36 funds tracked by Wall St. Rank hold JANU as of Q1 2026.

  • NBZ Investment Advisors held 8,415 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF worth $230K as of Q1 2026.
  • NBZ Investment Advisors bought 10 AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF shares in Q1 2026, an estimated $281.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF made up 0.1% of NBZ Investment Advisors's portfolio in Q1 2026, its #49 holding.
  • NBZ Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF in Q4 2025 and has held it in 2 quarters since.
  • NBZ Investment Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF position peaked at $237K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF as of Q1 2026.

Based on NBZ Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.