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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
Q2 		$434K Sell
11,105
-133
-1% -$5.07K 0.03% 354
2026
Q1 		$410K Buy
+11,238
New +$416K 0.03% 322

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 $21.5B AUM 26.98% 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 $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Triad Wealth Partners's JANW Position: Q2 2026 in Review

Triad Wealth Partners reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 1.2% in Q2 2026, selling an estimated $5.07K and leaving 11,105 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #354.

Triad Wealth Partners first reported a position in JANW in Q1 2026 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

  • Triad Wealth Partners held 11,105 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $434K as of Q2 2026.
  • Triad Wealth Partners sold 133 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $5.07K.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #354 holding.
  • Triad Wealth Partners first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2026 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.