SMF
JANU

Sterling Manor Financial’s AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF JANU Stock Holding History

Sterling Manor Financial’s Portfolio JANU Stock Details JANU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.2M Sell
518,639
-130,705
-20% -$3.67M 8.87% 2
2025
Q4 		$18.3M Sell
649,344
-10,768
-2% -$301K 11.4% 2
2025
Q3 		$18.2M Sell
660,112
-91,192
-12% -$2.44M 11.5% 2
2025
Q2 		$19.6M Buy
751,304
+19,655
+3% +$485K 13.04% 1
2025
Q1 		$17.8M Buy
+731,649
New +$18.4M 12.71% 1

Other funds holding JANU

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Sterling Manor Financial's JANU Position: Q1 2026 in Review

Sterling Manor Financial reduced its AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF (JANU) stake by 20% in Q1 2026, selling an estimated $3.67M and leaving 518,639 shares worth $14.2M. The position accounts for 8.87% of the portfolio, ranked #2.

Sterling Manor Financial first reported a position in JANU in Q1 2025 and has held it in 5 quarters since. The position peaked at $19.6M in Q2 2025. 36 funds tracked by Wall St. Rank hold JANU as of Q1 2026.

  • Sterling Manor Financial held 518,639 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF worth $14.2M as of Q1 2026.
  • Sterling Manor Financial sold 130,705 AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF shares in Q1 2026, an estimated $3.67M.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF made up 8.87% of Sterling Manor Financial's portfolio in Q1 2026, its #2 holding.
  • Sterling Manor Financial first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF in Q1 2025 and has held it in 5 quarters since.
  • Sterling Manor Financial's AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF position peaked at $19.6M in Q2 2025.
  • 36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF as of Q1 2026.

Based on Sterling Manor Financial's 13F filing for Q1 2026, filed 13 Apr 2026.