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

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return