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

Perennial 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
2026
Q1 		$1.49M Buy
+40,779
New +$1.51M 0.12% 145

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $31B AUM 28.39% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 14.86% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

Perennial Investment Advisors's JANW Position: Q1 2026 in Review

Perennial Investment Advisors opened a new position in AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q1 2026: 40,779 shares worth $1.49M. The stake represents 0.12% of the portfolio and ranks #145 among its holdings.

86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

  • Perennial Investment Advisors held 40,779 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $1.49M as of Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Jan ETF was a new Perennial Investment Advisors position in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.12% of Perennial Investment Advisors's portfolio in Q1 2026, its #145 holding.
  • 86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.