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 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 $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

Sigma Planning Corp's JANW Position: Q1 2026 in Review

Sigma Planning Corp reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 2.8% in Q1 2026, selling an estimated $34.1K and leaving 31,937 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #512.

Sigma Planning Corp first reported a position in JANW in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.41M in Q3 2024. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

Sigma Planning Corp held 31,937 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $1.17M as of Q1 2026.
Sigma Planning Corp sold 920 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2026, an estimated $34.1K.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.03% of Sigma Planning Corp's portfolio in Q1 2026, its #512 holding.
Sigma Planning Corp first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2024 and has held it in 9 quarters since.
Sigma Planning Corp's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $8.41M in Q3 2024.
86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.