Outlook Wealth Advisors’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Outlook Wealth 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
2026 Q1	$4.29M	Sell	117,551 -119,014	-50%	-$4.41M	1.04%	18
2025 Q4	$8.76M	Buy	236,565 +113,739	+93%	+$4.15M	1.98%	10
2025 Q3	$4.44M	Sell	122,826 -169,449	-58%	-$6.02M	1.11%	20
2025 Q2	$10.2M	Sell	292,275 -3,003	-1%	-$101K	2.63%	9
2025 Q1	$9.81M	Sell	295,278 -6,967	-2%	-$235K	2.73%	8
2024 Q4	$10.2M	Buy	+302,245	New	+$10.1M	2.92%	8
2024 Q2	–	Sell	-287,217	Closed	-$9.03M	–	271
2024 Q1	$9.03M	Buy	287,217 +83,760	+41%	+$2.58M	2.79%	8
2023 Q4	$6.16M	Buy	+203,457	New	+$6M	2.16%	13

Other funds holding JANW

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $26.4B AUM 21.05% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

Outlook Wealth Advisors's JANW Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 50% in Q1 2026, selling an estimated $4.41M and leaving 117,551 shares worth $4.29M. The position accounts for 1.04% of the portfolio, ranked #18.

Outlook Wealth Advisors first reported a position in JANW in Q4 2023 and has held it in 8 quarters since. The position peaked at $10.2M in Q2 2025. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

Outlook Wealth Advisors held 117,551 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $4.29M as of Q1 2026.
Outlook Wealth Advisors sold 119,014 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2026, an estimated $4.41M.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 1.04% of Outlook Wealth Advisors's portfolio in Q1 2026, its #18 holding.
Outlook Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2023 and has held it in 8 quarters since.
Outlook Wealth Advisors's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $10.2M in Q2 2025.
86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.