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Park Square Financial Group’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-20,017
Closed -$699K – 627
2025
Q2 		$699K Buy
20,017
+14,580
+268% +$490K 0.51% 37
2025
Q1 		$181K Buy
5,437
+4,166
+328% +$141K 0.14% 97
2024
Q4 		$42.7K Buy
+1,271
New +$42.3K 0.03% 302

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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return

Park Square Financial Group's JANW Position: Q3 2025 in Review

Park Square Financial Group sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q3 2025, closing a stake of 20,017 shares — an estimated $699K sold.

Park Square Financial Group first reported a position in JANW in Q4 2024 and held it in 3 quarters. The position peaked at $699K in Q2 2025. 66 funds tracked by Wall St. Rank hold JANW as of Q3 2025.

  • Park Square Financial Group reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 20,017 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q3 2025, an estimated $699K.
  • Park Square Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $699K in Q2 2025.
  • 66 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.