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

Westshore Wealth’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 		$426K Sell
11,012
-14,668
-57% -$559K 0.13% 64
2026
Q1 		$937K Buy
+25,680
New +$951K 0.33% 32

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

Westshore Wealth's JANW Position: Q2 2026 in Review

Westshore Wealth reduced its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 57% in Q2 2026, selling an estimated $559K and leaving 11,012 shares worth $426K. The position accounts for 0.13% of the portfolio, ranked #64.

Westshore Wealth first reported a position in JANW in Q1 2026 and has held it in 2 quarters since. The position peaked at $937K in Q1 2026. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

  • Westshore Wealth held 11,012 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $426K as of Q2 2026.
  • Westshore Wealth sold 14,668 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q2 2026, an estimated $559K.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.13% of Westshore Wealth's portfolio in Q2 2026, its #64 holding.
  • Westshore Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2026 and has held it in 2 quarters since.
  • Westshore Wealth's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $937K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.