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 Q2	$730K	Sell	18,885 -5,142	-21%	-$196K	0.16%	132
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 $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

SMART Wealth's JANW Position: Q2 2026 in Review

SMART Wealth reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 21% in Q2 2026, selling an estimated $196K and leaving 18,885 shares worth $730K. The position accounts for 0.16% of the portfolio, ranked #132.

SMART Wealth first reported a position in JANW in Q4 2024 and has held it in 6 quarters since. The position peaked at $2M in Q4 2024. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

SMART Wealth held 18,885 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $730K as of Q2 2026.
SMART Wealth sold 5,142 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $196K.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.16% of SMART Wealth's portfolio in Q2 2026, its #132 holding.
SMART Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2024 and has held it in 6 quarters since.
SMART Wealth's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $2M in Q4 2024.
88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.