Barnes Dennig Private Wealth Management’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Barnes Dennig Private Wealth Management’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	$544K	Hold	15,809	–	–	0.43%	44
2026 Q1	$527K	Hold	15,809	–	–	0.52%	47
2025 Q4	$528K	Hold	15,809	–	–	0.53%	43
2025 Q3	$518K	Hold	15,809	–	–	0.56%	43
2025 Q2	$504K	Buy	+15,809	New	+$480K	0.6%	40

Other funds holding JUNW

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

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

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

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Barnes Dennig Private Wealth Management's JUNW Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) position steady in Q2 2026 at 15,809 shares worth $544K. The position accounts for 0.43% of the portfolio, ranked #44.

Barnes Dennig Private Wealth Management first reported a position in JUNW in Q2 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

Barnes Dennig Private Wealth Management held 15,809 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $544K as of Q2 2026.
Barnes Dennig Private Wealth Management left its AllianzIM U.S. Equity Buffer20 Jun ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.43% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #44 holding.
Barnes Dennig Private Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2025 and has held it in 5 quarters since.
11 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.