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
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 $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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $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

UBS Group's JANW Position: Q1 2026 in Review

UBS Group opened a new position in AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q1 2026: 346 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #8246 among its holdings. This is a return to the name: UBS Group previously reported a position in JANW as recently as Q3 2025.

UBS Group first reported a position in JANW in Q1 2021 and has held it in 16 quarters since. The position peaked at $160K in Q2 2025. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

  • UBS Group held 346 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $12.6K as of Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Jan ETF was a new UBS Group position in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8246 holding.
  • UBS Group first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2021 and has held it in 16 quarters since.
  • UBS Group's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $160K in Q2 2025.
  • 86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.