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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
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

GI
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
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
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
Raymond James Financial
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avidian Wealth Enterprises's JUNW Position: Q1 2025 in Review

Avidian Wealth Enterprises sold out of AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q1 2025, closing a stake of 7,794 shares — an estimated $234K sold.

Avidian Wealth Enterprises first reported a position in JUNW in Q2 2024 and held it in 3 quarters. The position peaked at $234K in Q4 2024. 40 funds tracked by Wall St. Rank hold JUNW as of Q1 2025.

  • Avidian Wealth Enterprises reported no remaining AllianzIM U.S. Equity Buffer20 Jun ETF position as of Q1 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 7,794 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q1 2025, an estimated $234K.
  • Avidian Wealth Enterprises first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2024 and held it in 3 quarters.
  • Avidian Wealth Enterprises's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $234K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q1 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2025, filed 25 Apr 2025.