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Access Financial Services’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Access Financial Services’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
Q2 		$15.6M Buy
+453,357
New +$15.5M 5.11% 6

Other funds holding JUNW

SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
BDPWM
Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Access Financial Services's JUNW Position: Q2 2026 in Review

Access Financial Services opened a new position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q2 2026: 453,357 shares worth $15.6M. The stake represents 5.11% of the portfolio and ranks #6 among its holdings.

11 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

  • Access Financial Services held 453,357 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $15.6M as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jun ETF was a new Access Financial Services position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jun ETF made up 5.11% of Access Financial Services's portfolio in Q2 2026, its #6 holding.
  • 11 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.