Triad Wealth Partners’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Triad Wealth Partners’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	$410K	Buy	+11,238	New	+$416K	0.03%	322

Other funds holding JANW

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $26.4B AUM 21.05% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

Triad Wealth Partners's JANW Position: Q1 2026 in Review

Triad Wealth Partners opened a new position in AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q1 2026: 11,238 shares worth $410K. The stake represents 0.03% of the portfolio and ranks #322 among its holdings.

86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

Triad Wealth Partners held 11,238 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $410K as of Q1 2026.
AllianzIM U.S. Equity Buffer20 Jan ETF was a new Triad Wealth Partners position in Q1 2026.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #322 holding.
86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.