WealthGarden F.S.’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

WealthGarden F.S.’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
2025 Q1	–	Sell	-6,472	Closed	-$218K	–	129
2024 Q4	$218K	Sell	6,472 -1,701	-21%	-$56.6K	0.2%	117
2024 Q3	$269K	Sell	8,173 -7	-0.1%	-$227	0.26%	102
2024 Q2	$263K	Buy	+8,180	New	+$259K	0.28%	96

Other funds holding JANW

AWM

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

AAM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

LAS

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FWM

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 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

WealthGarden F.S.'s JANW Position: Q1 2025 in Review

WealthGarden F.S. sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q1 2025, closing a stake of 6,472 shares — an estimated $218K sold.

WealthGarden F.S. first reported a position in JANW in Q2 2024 and held it in 3 quarters. The position peaked at $269K in Q3 2024. 77 funds tracked by Wall St. Rank hold JANW as of Q1 2025.

WealthGarden F.S. reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q1 2025 after selling out during the quarter.
WealthGarden F.S. sold 6,472 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2025, an estimated $218K.
WealthGarden F.S. first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q2 2024 and held it in 3 quarters.
WealthGarden F.S.'s AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $269K in Q3 2024.
77 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2025.

Based on WealthGarden F.S.'s 13F filing for Q1 2025, filed 2 May 2025.