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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF

AE Wealth Management LLC holds 1M shares of JANW (ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF), worth $40.2M as of 2026-Q2. The position was increased (+2.5% shares). JANW represents 0.2% of AE Wealth Management LLC's portfolio.

Current Value

$40.2M

Current Shares

1M

Total Value Change

+$39M

Total Shares Change

+1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1M
+2.5%
$40.2M0.2%$38.68
36
2026-Q1
Decreased
1M
-0.1%
$37M0.2%$37.03
0
2025-Q4
Increased
1M
+2.3%
$37.6M0.2%$36.99
35
2025-Q3
Decreased
991,894
-70.8%
$35.8M0.2%$36.13
0
2025-Q2
Increased
3.4M
+2.1%
$118.5M0.9%$34.84
43
2025-Q1
Increased
3.3M
+3.5%
$110.3M0.9%$33.12
44
2024-Q4
Increased
3.2M
+9235.9%
$107.9M0.9%$33.61
68
2024-Q3
Decreased
34,362
-25.7%
$1.1M0.0%$32.95
0

Other major holders of JANW: COMMONWEALTH EQUITY SERVICES, LLC, OSAIC HOLDINGS, INC.

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