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B.O.S.S. Retirement Advisors’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

B.O.S.S. Retirement Advisors’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 		$4.14M Buy
+120,440
New +$4.12M 1.12% 18
2024
Q3 		– Sell
-25,277
Closed -$723K – 210
2024
Q2 		$723K Buy
+25,277
New +$710K 0.18% 118
2023
Q4 		– Sell
-60,417
Closed -$1.54M – 258
2023
Q3 		$1.54M Buy
60,417
+1,166
+2% +$30.1K 0.33% 110
2023
Q2 		$1.53M Buy
+59,251
New +$1.51M 0.32% 124

Other funds holding JUNW

AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

B.O.S.S. Retirement Advisors's JUNW Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors opened a new position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q2 2026: 120,440 shares worth $4.14M. The stake represents 1.12% of the portfolio and ranks #18 among its holdings. This is a return to the name: B.O.S.S. Retirement Advisors previously reported a position in JUNW as recently as Q2 2024.

B.O.S.S. Retirement Advisors first reported a position in JUNW in Q2 2023 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 120,440 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $4.14M as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jun ETF was a new B.O.S.S. Retirement Advisors position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jun ETF made up 1.12% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #18 holding.
  • B.O.S.S. Retirement Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2023 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.