Superior Planning, LLC’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Superior Planning, LLC’s Portfolio JUNW Stock Details JUNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$506K	Buy	+14,500	New	+$503K	0.21%	101

Other funds holding JUNW

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return

Access Financial Services Minneapolis, Minnesota $300M AUM 11.91% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return

IWMO

Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

Superior Planning, LLC's JUNW Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q3 2026: 14,500 shares worth $506K. The stake represents 0.21% of the portfolio and ranks #101 among its holdings.

73 funds tracked by Wall St. Rank hold JUNW as of Q3 2026.

Superior Planning, LLC held 14,500 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $506K as of Q3 2026.
AllianzIM U.S. Equity Buffer20 Jun ETF was a new Superior Planning, LLC position in Q3 2026.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.21% of Superior Planning, LLC's portfolio in Q3 2026, its #101 holding.
73 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.