UFF
JANU

USA Financial Formulas’s AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF JANU Stock Holding History

USA Financial Formulas’s Portfolio JANU Stock Details JANU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.9M Sell
69,589
-4,172
-6% -$117K 0.36% 14
2025
Q4 		$2.08M Sell
73,761
-14,987
-17% -$418K 0.38% 18
2025
Q3 		$2.45M Sell
88,748
-18,619
-17% -$497K 0.43% 21
2025
Q2 		$2.79M Buy
107,367
+107,318
+219,016% +$2.65M 0.48% 25
2025
Q1 		$1.19K Buy
+49
New +$1.23K ﹤0.01% 258

Other funds holding JANU

SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
DWS
Discipline Wealth Solutions Greenville, South Carolina $950M AUM 16.22% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

USA Financial Formulas's JANU Position: Q1 2026 in Review

USA Financial Formulas reduced its AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF (JANU) stake by 5.7% in Q1 2026, selling an estimated $117K and leaving 69,589 shares worth $1.9M. The position accounts for 0.36% of the portfolio, ranked #14.

USA Financial Formulas first reported a position in JANU in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.79M in Q2 2025. 36 funds tracked by Wall St. Rank hold JANU as of Q1 2026.

  • USA Financial Formulas held 69,589 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF worth $1.9M as of Q1 2026.
  • USA Financial Formulas sold 4,172 AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF shares in Q1 2026, an estimated $117K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF made up 0.36% of USA Financial Formulas's portfolio in Q1 2026, its #14 holding.
  • USA Financial Formulas first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF in Q1 2025 and has held it in 5 quarters since.
  • USA Financial Formulas's AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF position peaked at $2.79M in Q2 2025.
  • 36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.