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OneDigital Investment Advisors’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

OneDigital Investment Advisors’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
2024
Q4 		– Sell
-14,370
Closed -$473K – 1465
2024
Q3 		$473K Hold
14,370
– – 0.01% 959
2024
Q2 		$463K Buy
+14,370
New +$454K 0.01% 933

Other funds holding JANW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

OneDigital Investment Advisors's JANW Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q4 2024, closing a stake of 14,370 shares — an estimated $473K sold.

OneDigital Investment Advisors first reported a position in JANW in Q2 2024 and held it in 2 quarters. The position peaked at $473K in Q3 2024. 74 funds tracked by Wall St. Rank hold JANW as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 14,370 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q4 2024, an estimated $473K.
  • OneDigital Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q2 2024 and held it in 2 quarters.
  • OneDigital Investment Advisors's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $473K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.