Authentikos Wealth Advisory’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Authentikos Wealth Advisory’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
2024 Q4	–	Sell	-785	Closed	-$23.2K	–	129
2024 Q3	$23.2K	Buy	+785	New	+$22.7K	0.02%	144
2023 Q4	–	Sell	-18,612	Closed	-$476K	–	321
2023 Q3	$476K	Sell	18,612 -930	-5%	-$24K	0.46%	41
2023 Q2	$503K	Buy	+19,542	New	+$498K	0.47%	41

Other funds holding JUNW

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 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

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 $26.4B AUM 21.05% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Authentikos Wealth Advisory's JUNW Position: Q4 2024 in Review

Authentikos Wealth Advisory sold out of AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q4 2024, closing a stake of 785 shares — an estimated $23.2K sold.

Authentikos Wealth Advisory first reported a position in JUNW in Q2 2023 and held it in 3 quarters. The position peaked at $503K in Q2 2023. 43 funds tracked by Wall St. Rank hold JUNW as of Q4 2024.

Authentikos Wealth Advisory reported no remaining AllianzIM U.S. Equity Buffer20 Jun ETF position as of Q4 2024 after selling out during the quarter.
Authentikos Wealth Advisory sold 785 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q4 2024, an estimated $23.2K.
Authentikos Wealth Advisory first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2023 and held it in 3 quarters.
Authentikos Wealth Advisory's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $503K in Q2 2023.
43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q4 2024.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.