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Avidian Wealth Enterprises’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Avidian Wealth Enterprises’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
Q2 		$227K Buy
+6,596
New +$225K 0.01% 668
2025
Q1 		– Sell
-7,794
Closed -$234K – 536
2024
Q4 		$234K Hold
7,794
– – 0.01% 452
2024
Q3 		$231K Hold
7,794
– – 0.01% 454
2024
Q2 		$223K Buy
+7,794
New +$219K 0.01% 462

Other funds holding JUNW

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Avidian Wealth Enterprises's JUNW Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q2 2026: 6,596 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #668 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in JUNW as recently as Q4 2024.

Avidian Wealth Enterprises first reported a position in JUNW in Q2 2024 and has held it in 4 quarters since. The position peaked at $234K in Q4 2024. 80 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

  • Avidian Wealth Enterprises held 6,596 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $227K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jun ETF was a new Avidian Wealth Enterprises position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #668 holding.
  • Avidian Wealth Enterprises first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2024 and has held it in 4 quarters since.
  • Avidian Wealth Enterprises's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $234K in Q4 2024.
  • 80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.