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

Spire Wealth Management’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	$2.69M	Sell	69,662 -582	-0.8%	-$22.2K	0.08%	219
2026 Q1	$2.56M	Buy	70,244 +35,411	+102%	+$1.31M	0.09%	212
2025 Q4	$1.29M	Sell	34,833 -5,748	-14%	-$210K	0.04%	341
2025 Q3	$1.47M	Sell	40,581 -5,119	-11%	-$182K	0.05%	308
2025 Q2	$1.6M	Sell	45,700 -3,764	-8%	-$126K	0.06%	275
2025 Q1	$1.64M	Buy	49,464 +37,459	+312%	+$1.26M	0.05%	297
2024 Q4	$404K	Hold	12,005	–	–	0.01%	623
2024 Q3	$395K	Sell	12,005 -7,403	-38%	-$241K	0.01%	571
2024 Q2	$625K	Sell	19,408 -7,417	-28%	-$234K	0.02%	439
2024 Q1	$843K	Sell	26,825 -4	-0%	-$123	0.02%	411
2023 Q4	$817K	Buy	+26,829	New	+$792K	0.03%	403

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

Spire Wealth Management's JANW Position: Q2 2026 in Review

Spire Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 0.83% in Q2 2026, selling an estimated $22.2K and leaving 69,662 shares worth $2.69M. The position accounts for 0.08% of the portfolio, ranked #219.

Spire Wealth Management first reported a position in JANW in Q4 2023 and has held it in 11 quarters since. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

Spire Wealth Management held 69,662 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $2.69M as of Q2 2026.
Spire Wealth Management sold 582 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $22.2K.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.08% of Spire Wealth Management's portfolio in Q2 2026, its #219 holding.
Spire Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2023 and has held it in 11 quarters since.
88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.