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 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

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AE Wealth Management's JUNW Position: Q1 2026 in Review

AE Wealth Management increased its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 0.4% in Q1 2026, buying an estimated $905 and bringing the position to 6,797 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

AE Wealth Management first reported a position in JUNW in Q2 2023 and has held it in 11 quarters since. The position peaked at $76.2M in Q2 2024. 38 funds tracked by Wall St. Rank hold JUNW as of Q1 2026.

AE Wealth Management held 6,797 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $227K as of Q1 2026.
AE Wealth Management bought 27 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q1 2026, an estimated $905.
AllianzIM U.S. Equity Buffer20 Jun ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1541 holding.
AE Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2023 and has held it in 11 quarters since.
AE Wealth Management's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $76.2M in Q2 2024.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.