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

Wealthquest’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	–	Sell	-7,540	Closed	-$279K	–	155
2025 Q4	$279K	Buy	+7,540	New	+$275K	0.02%	114
2025 Q3	–	Sell	-8,459	Closed	-$296K	–	89
2025 Q2	$296K	Sell	8,459 -1,321	-14%	-$44.4K	0.02%	107
2025 Q1	$325K	Sell	9,780 -630	-6%	-$21.3K	0.03%	97
2024 Q4	$350K	Hold	10,410	–	–	0.03%	90
2024 Q3	$343K	Buy	10,410 +2,280	+28%	+$74.1K	0.03%	93
2024 Q2	$262K	Hold	8,130	–	–	0.03%	107
2024 Q1	$256K	Sell	8,130 -6,067	-43%	-$187K	0.03%	113
2023 Q4	$430K	Sell	14,197 -1,392	-9%	-$41.1K	0.05%	85
2023 Q3	$449K	Buy	15,589 +3,945	+34%	+$115K	0.06%	78
2023 Q2	$336K	Hold	11,644	–	–	0.04%	90
2023 Q1	$321K	Hold	11,644	–	–	0.04%	92
2022 Q4	$308K	Buy	11,644 +146	+1%	+$3.75K	0.04%	94
2022 Q3	$281K	Sell	11,498 -1,288	-10%	-$32.6K	0.04%	99
2022 Q2	$314K	Buy	+12,786	New	+$322K	0.05%	93

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Wealthquest's JANW Position: Q1 2026 in Review

Wealthquest sold out of AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) in Q1 2026, closing a stake of 7,540 shares — an estimated $279K sold.

Wealthquest first reported a position in JANW in Q2 2022 and held it in 14 quarters. The position peaked at $449K in Q3 2023. 86 funds tracked by Wall St. Rank hold JANW as of Q1 2026.

Wealthquest reported no remaining AllianzIM U.S. Equity Buffer20 Jan ETF position as of Q1 2026 after selling out during the quarter.
Wealthquest sold 7,540 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q1 2026, an estimated $279K.
Wealthquest first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q2 2022 and held it in 14 quarters.
Wealthquest's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $449K in Q3 2023.
86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q1 2026.

Based on Wealthquest's 13F filing for Q1 2026, filed 7 May 2026.