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 Q2	$4.57M	Buy	118,060 +509	+0.4%	+$19.4K	0.99%	19
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 $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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 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

Outlook Wealth Advisors's JANW Position: Q2 2026 in Review

Outlook Wealth Advisors increased its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 0.43% in Q2 2026, buying an estimated $19.4K and bringing the position to 118,060 shares worth $4.57M. The position accounts for 0.99% of the portfolio, ranked #19.

Outlook Wealth Advisors first reported a position in JANW in Q4 2023 and has held it in 9 quarters since. The position peaked at $10.2M in Q2 2025. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

Outlook Wealth Advisors held 118,060 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $4.57M as of Q2 2026.
Outlook Wealth Advisors bought 509 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $19.4K.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.99% of Outlook Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Outlook Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2023 and has held it in 9 quarters since.
Outlook Wealth Advisors's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $10.2M in Q2 2025.
88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.