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Stirlingshire Investments’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Stirlingshire Investments’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 		$409K Buy
11,200
+744
+7% +$27.5K 0.36% 79
2025
Q4 		$387K Buy
+10,456
New +$382K 0.34% 76

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
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

Stirlingshire Investments's JANW Position: Q1 2026 in Review

Stirlingshire Investments increased its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 7.1% in Q1 2026, buying an estimated $27.5K and bringing the position to 11,200 shares worth $409K. The position accounts for 0.36% of the portfolio, ranked #79.

Stirlingshire Investments first reported a position in JANW in Q4 2025 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

  • Stirlingshire Investments held 11,200 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $409K as of Q1 2026.
  • Stirlingshire Investments bought 744 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2026, an estimated $27.5K.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.36% of Stirlingshire Investments's portfolio in Q1 2026, its #79 holding.
  • Stirlingshire Investments first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2025 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on Stirlingshire Investments's 13F filing for Q1 2026, filed 4 May 2026.