Richard W. Paul & Associates’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Richard W. Paul & Associates’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	-186	Closed	-$6.5K	–	324
2025 Q2	$6.5K	Hold	186	–	–	﹤0.01%	258
2025 Q1	$6.18K	Hold	186	–	–	﹤0.01%	254
2024 Q4	$6.25K	Buy	+186	New	+$6.19K	﹤0.01%	342
2024 Q2	–	Sell	-171	Closed	-$5.38K	–	516
2024 Q1	$5.38K	Hold	171	–	–	﹤0.01%	352
2023 Q4	$5.18K	Buy	171 +153	+850%	+$4.51K	﹤0.01%	348
2023 Q3	$519	Buy	+18	New	+$523	﹤0.01%	468

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

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 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

Richard W. Paul & Associates's JANW Position: Q3 2025 in Review

Richard W. Paul & Associates sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q3 2025, closing a stake of 186 shares — an estimated $6.5K sold.

Richard W. Paul & Associates first reported a position in JANW in Q3 2023 and held it in 6 quarters. The position peaked at $6.5K in Q2 2025. 66 funds tracked by Wall St. Rank hold JANW as of Q3 2025.

Richard W. Paul & Associates reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q3 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 186 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q3 2025, an estimated $6.5K.
Richard W. Paul & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q3 2023 and held it in 6 quarters.
Richard W. Paul & Associates's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $6.5K in Q2 2025.
66 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q3 2025.

Based on Richard W. Paul & Associates's 13F filing for Q3 2025, filed 13 Nov 2025.