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JANW — ALLIANZIM US LC BUFFER20 JAN

Reported value held$781.74K
Funds holding (latest)3
Sector—

JANW (ALLIANZIM US LC BUFFER20 JAN) is tracked on HoldingsHub across five years of quarterly 13F filings. 3 funds have reported positions historically, with the sum of their latest reported stakes valued at $781.74K. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q1 2026 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 10.06K $366.99K 0.00% New
UBS Group AG history 346 $12.62K 0.00% New

Q3 2025 — 3 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 11.13K $402.13K 0.00% Add
Citadel Advisors history 6.47K $234.01K 0.00% Reduce
UBS Group AG history 274 $9.90K 0.00% Reduce

Q2 2025 — 5 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 10.17K $355.42K 0.00% New
Citadel Advisors history 10.17K $355.42K 0.00% New
UBS Group AG history 4.57K $159.72K 0.00% New
JPMorgan Chase & Co history 1.88K $65.64K 0.00% Add
JPMorgan Chase & Co history 1.88K $65.64K 0.00% Add

Q1 2025 — 2 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 992 $32.95K 0.00% Hold
JPMorgan Chase & Co history 992 $32.95K 0.00% Hold

Q4 2024 — 1 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 992 $33.37K 0.00% Reduce

Q3 2024 — 3 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 15.20K $500.52K 0.00% Add
Citadel Advisors history 8.37K $275.58K 0.00% Reduce
UBS Group AG history 576 $18.97K 0.00% Reduce

New Positions (latest)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 3 funds)

FundQ1 2026Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
Citadel Advisors 10.06K 6.47K 10.17K — — 8.37K 13.36K — 15.15K — 17.55K 17.87K — — — — —
UBS Group AG 346 274 4.57K — — 576 1.79K 802 — 2.19K 2.61K 3.07K 1.71K 827 2.77K 1.00K 996
JPMorgan Chase & Co — 11.13K 1.88K 992 992 15.20K 8.37K — — — — 5.51K — — — — —

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