Steward Partners Investment Advisory’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-689	Closed	-$25.5K	–	4504
2025 Q4	$25.5K	Hold	689	–	–	﹤0.01%	3039
2025 Q3	$24.9K	Sell	689 -17	-2%	-$604	﹤0.01%	2985
2025 Q2	$24.7K	Hold	706	–	–	﹤0.01%	2819
2025 Q1	$23.4K	Hold	706	–	–	﹤0.01%	2734
2024 Q4	$23.7K	Hold	706	–	–	﹤0.01%	2698
2024 Q3	$23.3K	Hold	706	–	–	﹤0.01%	2595
2024 Q2	$22.7K	Buy	+706	New	+$22.3K	﹤0.01%	2466

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 $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $31B AUM 28.39% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 14.86% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

Steward Partners Investment Advisory's JANW Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q1 2026, closing a stake of 689 shares — an estimated $25.5K sold.

Steward Partners Investment Advisory first reported a position in JANW in Q2 2024 and held it in 7 quarters. The position peaked at $25.5K in Q4 2025. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

Steward Partners Investment Advisory reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 689 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2026, an estimated $25.5K.
Steward Partners Investment Advisory first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q2 2024 and held it in 7 quarters.
Steward Partners Investment Advisory's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $25.5K in Q4 2025.
86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.