Atria Wealth Solutions’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Atria Wealth Solutions’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 Q2	$1.91M	Buy	59,840 +20,371	+52%	+$618K	0.04%	432
2025 Q1	$1.17M	Sell	39,469 -175	-0.4%	-$5.29K	0.01%	819
2024 Q4	$1.19M	Sell	39,644 -16,086	-29%	-$481K	0.01%	860
2024 Q3	$1.65M	Sell	55,730 -400	-0.7%	-$11.6K	0.02%	708
2024 Q2	$1.6M	Buy	56,130 +36,873	+191%	+$1.04M	0.02%	708
2024 Q1	$536K	Sell	19,257 -9,456	-33%	-$260K	0.01%	1226
2023 Q4	$776K	Sell	28,713 -140	-0.5%	-$3.66K	0.01%	986
2023 Q3	$737K	Buy	28,853 +250	+0.9%	+$6.46K	0.01%	951
2023 Q2	$737K	Buy	+28,603	New	+$729K	0.01%	983

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

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Atria Wealth Solutions's JUNW Position: Q2 2025 in Review

Atria Wealth Solutions increased its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 52% in Q2 2025, buying an estimated $618K and bringing the position to 59,840 shares worth $1.91M. The position accounts for 0.04% of the portfolio, ranked #432.

Atria Wealth Solutions first reported a position in JUNW in Q2 2023 and has held it in 9 quarters since. 41 funds tracked by Wall St. Rank hold JUNW as of Q2 2025.

Atria Wealth Solutions held 59,840 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $1.91M as of Q2 2025.
Atria Wealth Solutions bought 20,371 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q2 2025, an estimated $618K.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #432 holding.
Atria Wealth Solutions first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2023 and has held it in 9 quarters since.
41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.