SMART Wealth’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

SMART Wealth’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	$877K	Buy	24,027 +6,218	+35%	+$230K	0.26%	101
2025 Q4	$659K	Buy	+17,809	New	+$650K	0.2%	99
2025 Q3	–	Sell	-56,252	Closed	-$1.97M	–	165
2025 Q2	$1.97M	Buy	56,252 +2,482	+5%	+$83.3K	0.62%	54
2025 Q1	$1.79M	Sell	53,770 -5,815	-10%	-$196K	0.64%	45
2024 Q4	$2M	Buy	+59,585	New	+$1.98M	0.71%	44

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

SMART Wealth's JANW Position: Q1 2026 in Review

SMART Wealth increased its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 35% in Q1 2026, buying an estimated $230K and bringing the position to 24,027 shares worth $877K. The position accounts for 0.26% of the portfolio, ranked #101.

SMART Wealth first reported a position in JANW in Q4 2024 and has held it in 5 quarters since. The position peaked at $2M in Q4 2024. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

SMART Wealth held 24,027 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $877K as of Q1 2026.
SMART Wealth bought 6,218 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2026, an estimated $230K.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.26% of SMART Wealth's portfolio in Q1 2026, its #101 holding.
SMART Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2024 and has held it in 5 quarters since.
SMART Wealth's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $2M in Q4 2024.
86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.