RIA Advisory Group’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

RIA Advisory 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
2026 Q1	$206K	Hold	5,640	–	–	0.05%	137
2025 Q4	$209K	Hold	5,640	–	–	0.05%	140
2025 Q3	$204K	Buy	+5,640	New	+$200K	0.05%	146
2025 Q1	–	Sell	-6,017	Closed	-$202K	–	151
2024 Q4	$202K	Buy	+6,017	New	+$200K	0.07%	131

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

RIA Advisory Group's JANW Position: Q1 2026 in Review

RIA Advisory Group held its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) position steady in Q1 2026 at 5,640 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #137.

RIA Advisory Group first reported a position in JANW in Q4 2024 and has held it in 4 quarters since. The position peaked at $209K in Q4 2025. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

RIA Advisory Group held 5,640 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $206K as of Q1 2026.
RIA Advisory Group left its AllianzIM U.S. Equity Buffer20 Jan ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.05% of RIA Advisory Group's portfolio in Q1 2026, its #137 holding.
RIA Advisory Group first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2024 and has held it in 4 quarters since.
RIA Advisory Group's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $209K in Q4 2025.
86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.