Advus Financial Partners, LLC’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Advus Financial Partners, LLC’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	$590K	Hold	15,256	–	–	0.13%	112
2026 Q1	$557K	Buy	15,256 +864	+6%	+$32K	0.14%	110
2025 Q4	$533K	Sell	14,392 -1,725	-11%	-$63K	0.13%	112
2025 Q3	$582K	Hold	16,117	–	–	0.14%	111
2025 Q2	$563K	Sell	16,117 -1,400	-8%	-$47K	0.14%	106
2025 Q1	$582K	Sell	17,517 -350	-2%	-$11.8K	0.16%	96
2024 Q4	$601K	Hold	17,867	–	–	0.17%	88
2024 Q3	$589K	Sell	17,867 -2,443	-12%	-$79.4K	0.17%	87
2024 Q2	$654K	Hold	20,310	–	–	0.2%	71
2024 Q1	$638K	Buy	20,310 +2,644	+15%	+$81.5K	0.2%	69
2023 Q4	$535K	Buy	+17,666	New	+$521K	0.18%	80

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Advus Financial Partners, LLC's JANW Position: Q2 2026 in Review

Advus Financial Partners, LLC held its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) position steady in Q2 2026 at 15,256 shares worth $590K. The position accounts for 0.13% of the portfolio, ranked #112.

Advus Financial Partners, LLC first reported a position in JANW in Q4 2023 and has held it in 11 quarters since. The position peaked at $654K in Q2 2024. 88 funds tracked by Wall St. Rank hold JANW as of Q2 2026.

Advus Financial Partners, LLC held 15,256 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $590K as of Q2 2026.
Advus Financial Partners, LLC left its AllianzIM U.S. Equity Buffer20 Jan ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.13% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #112 holding.
Advus Financial Partners, LLC first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q4 2023 and has held it in 11 quarters since.
Advus Financial Partners, LLC's AllianzIM U.S. Equity Buffer20 Jan ETF position peaked at $654K in Q2 2024.
88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.