Allianz Investment Management US’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Allianz Investment Management US’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
2025 Q4	$3.74M	Buy	111,911 +106,911	+2,138%	+$3.53M	2.34%	20
2025 Q3	$164K	Hold	5,000	–	–	0.01%	54
2025 Q2	$159K	Hold	5,000	–	–	0.01%	53
2025 Q1	$145K	Hold	5,000	–	–	0.01%	54
2024 Q4	$150K	Hold	5,000	–	–	0.01%	51
2024 Q3	$148K	Hold	5,000	–	–	0.01%	46
2024 Q2	$143K	Sell	5,000 -159,381	-97%	-$4.48M	0.01%	45
2024 Q1	$4.58M	Hold	164,381	–	–	0.29%	21
2023 Q4	$4.44M	Sell	164,381 -30,000	-15%	-$784K	0.27%	24
2023 Q3	$4.96M	Sell	194,381 -5,000	-3%	-$129K	0.31%	18
2023 Q2	$5.13M	Buy	+199,381	New	+$5.08M	0.3%	23

Other funds holding JUNW

AAM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

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

Allianz Investment Management US's JUNW Position: Q4 2025 in Review

Allianz Investment Management US increased its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 2,138% in Q4 2025, buying an estimated $3.53M and bringing the position to 111,911 shares worth $3.74M. The position accounts for 2.34% of the portfolio, ranked #20.

Allianz Investment Management US first reported a position in JUNW in Q2 2023 and has held it in 11 quarters since. The position peaked at $5.13M in Q2 2023. 38 funds tracked by Wall St. Rank hold JUNW as of Q4 2025.

Allianz Investment Management US held 111,911 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $3.74M as of Q4 2025.
Allianz Investment Management US bought 106,911 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q4 2025, an estimated $3.53M.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 2.34% of Allianz Investment Management US's portfolio in Q4 2025, its #20 holding.
Allianz Investment Management US first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2023 and has held it in 11 quarters since.
Allianz Investment Management US's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $5.13M in Q2 2023.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q4 2025.

Based on Allianz Investment Management US's 13F filing for Q4 2025, filed 11 Feb 2026.