Avantax Advisory Services’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Avantax Advisory Services’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	$286K	Buy	+8,969	New	+$272K	﹤0.01%	1949

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 $85.1B AUM 27.35% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWS

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $1.28T AUM 58.89% 1-Year Est. Return

Avantax Advisory Services's JUNW Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q2 2025: 8,969 shares worth $286K. The stake represents ﹤0.01% of the portfolio and ranks #1949 among its holdings.

42 funds tracked by Wall St. Rank hold JUNW as of Q2 2025.

Avantax Advisory Services held 8,969 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $286K as of Q2 2025.
AllianzIM U.S. Equity Buffer20 Jun ETF was a new Avantax Advisory Services position in Q2 2025.
AllianzIM U.S. Equity Buffer20 Jun ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1949 holding.
42 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.