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AE Wealth Management’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

AE Wealth Management’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 		$93.6M Buy
2,723,158
+2,716,361
+39,964% +$92.9M 0.44% 56
2026
Q1 		$227K Buy
6,797
+27
+0.4% +$905 ﹤0.01% 1541
2025
Q4 		$226K Sell
6,770
-1,731
-20% -$57.2K ﹤0.01% 1466
2025
Q3 		$279K Sell
8,501
-5,475
-39% -$177K ﹤0.01% 1216
2025
Q2 		$445K Buy
13,976
+1,071
+8% +$32.5K ﹤0.01% 970
2025
Q1 		$384K Sell
12,905
-2,567
-17% -$77.5K ﹤0.01% 999
2024
Q4 		$465K Sell
15,472
-60,261
-80% -$1.8M ﹤0.01% 937
2024
Q3 		$2.24M Sell
75,733
-2,590,071
-97% -$74.9M 0.02% 497
2024
Q2 		$76.2M Buy
+2,665,804
New +$74.9M 0.76% 24
2024
Q1 		– Sell
-1,036,428
Closed -$28.3M – 1603
2023
Q4 		$28.3M Sell
1,036,428
-637,416
-38% -$16.7M 0.14% 155
2023
Q3 		$42.8M Buy
1,673,844
+122,634
+8% +$3.17M 0.26% 77
2023
Q2 		$40M Buy
+1,551,210
New +$39.5M 0.24% 78

Other funds holding JUNW

LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

AE Wealth Management's JUNW Position: Q2 2026 in Review

AE Wealth Management increased its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 39,964% in Q2 2026, buying an estimated $92.9M and bringing the position to 2,723,158 shares worth $93.6M. The position accounts for 0.44% of the portfolio, ranked #56.

AE Wealth Management first reported a position in JUNW in Q2 2023 and has held it in 12 quarters since. 80 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

  • AE Wealth Management held 2,723,158 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $93.6M as of Q2 2026.
  • AE Wealth Management bought 2,716,361 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q2 2026, an estimated $92.9M.
  • AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.44% of AE Wealth Management's portfolio in Q2 2026, its #56 holding.
  • AE Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2023 and has held it in 12 quarters since.
  • 80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.