Sigma Planning Corp’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Sigma Planning Corp’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	$1.23M	Sell	31,789 -148	-0.5%	-$5.64K	0.03%	522
2026 Q1	$1.17M	Sell	31,937 -920	-3%	-$34.1K	0.03%	512
2025 Q4	$1.22M	Buy	32,857 +744	+2%	+$27.2K	0.03%	472
2025 Q3	$1.16M	Sell	32,113 -472	-1%	-$16.8K	0.03%	468
2025 Q2	$1.14M	Sell	32,585 -335	-1%	-$11.2K	0.03%	462
2025 Q1	$1.09M	Sell	32,920 -1,158	-3%	-$39.1K	0.03%	464
2024 Q4	$1.15M	Sell	34,078 -221,241	-87%	-$7.37M	0.04%	448
2024 Q3	$8.41M	Sell	255,319 -1,750	-0.7%	-$56.9K	0.26%	70
2024 Q2	$8.28M	Buy	257,069 +1,939	+0.8%	+$61.3K	0.26%	70
2024 Q1	$8.02M	Buy	+255,130	New	+$7.86M	0.25%	72

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

Sigma Planning Corp's JANW Position: Q2 2026 in Review

Sigma Planning Corp reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 0.46% in Q2 2026, selling an estimated $5.64K and leaving 31,789 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #522.

Sigma Planning Corp first reported a position in JANW in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.41M in Q3 2024. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

Sigma Planning Corp held 31,789 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $1.23M as of Q2 2026.
Sigma Planning Corp sold 148 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $5.64K.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #522 holding.
Sigma Planning Corp first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2024 and has held it in 10 quarters since.
Sigma Planning Corp's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $8.41M in Q3 2024.
88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.