UBS Group
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UBS Group’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

UBS Group’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 		– Sell
-346
Closed -$12.6K – 10742
2026
Q1 		$12.6K Buy
+346
New +$12.8K ﹤0.01% 8246
2025
Q4 		– Sell
-274
Closed -$9.9K – 10857
2025
Q3 		$9.9K Sell
274
-4,298
-94% -$153K ﹤0.01% 8572
2025
Q2 		$160K Buy
+4,572
New +$154K ﹤0.01% 6881
2024
Q4 		– Sell
-576
Closed -$19K – 10173
2024
Q3 		$19K Sell
576
-1,211
-68% -$39.4K ﹤0.01% 7407
2024
Q2 		$57.5K Buy
1,787
+985
+123% +$31.1K ﹤0.01% 6585
2024
Q1 		$25.2K Buy
+802
New +$24.7K ﹤0.01% 6814
2023
Q4 		– Sell
-2,194
Closed -$63.2K – 9594
2023
Q3 		$63.2K Sell
2,194
-412
-16% -$12K ﹤0.01% 6143
2023
Q2 		$75.2K Sell
2,606
-468
-15% -$13.1K ﹤0.01% 6217
2023
Q1 		$84.8K Buy
+3,074
New +$83.3K ﹤0.01% 6040
2022
Q4 		– Sell
-1,705
Closed -$42K – 10929
2022
Q3 		$42K Buy
1,705
+878
+106% +$22.2K ﹤0.01% 6523
2022
Q2 		$20K Sell
827
-1,946
-70% -$49.1K ﹤0.01% 6868
2022
Q1 		$72K Buy
2,773
+1,768
+176% +$45.8K ﹤0.01% 6151
2021
Q4 		$27K Buy
1,005
+9
+0.9% +$238 ﹤0.01% 7493
2021
Q3 		$26K Buy
996
+170
+21% +$4.47K ﹤0.01% 6886
2021
Q2 		$22K Buy
826
+696
+535% +$18.1K ﹤0.01% 7232
2021
Q1 		$3K Buy
+130
New +$3.28K ﹤0.01% 8519

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

UBS Group's JANW Position: Q2 2026 in Review

UBS Group sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q2 2026, closing a stake of 346 shares — an estimated $12.6K sold.

UBS Group first reported a position in JANW in Q1 2021 and held it in 16 quarters. The position peaked at $160K in Q2 2025. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

  • UBS Group reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 346 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $12.6K.
  • UBS Group first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2021 and held it in 16 quarters.
  • UBS Group's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $160K in Q2 2025.
  • 88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.