Blue Bell Private Wealth Management’s AllianzIM U.S. Equity Buffer10 Jun ETF JUNT Stock Holding History

Blue Bell Private Wealth Management’s Portfolio JUNT Stock Details JUNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$135K	Hold	3,563	–	–	0.02%	324
2026 Q1	$128K	Sell	3,563 -3	-0.1%	-$109	0.02%	315
2025 Q4	$130K	Sell	3,566 -49	-1%	-$1.76K	0.02%	302
2025 Q3	$129K	Buy	3,615 +192	+6%	+$6.68K	0.02%	298
2025 Q2	$117K	Sell	3,423 -6	-0.2%	-$193	0.02%	298
2025 Q1	$108K	Sell	3,429 -1	-0%	-$32	0.02%	286
2024 Q4	$111K	Sell	3,430 -9	-0.3%	-$290	0.02%	265
2024 Q3	$109K	Buy	3,439 +1,088	+46%	+$33.5K	0.02%	271
2024 Q2	$71.6K	Sell	2,351 -37	-2%	-$1.1K	0.01%	313
2024 Q1	$69.9K	Sell	2,388 -25	-1%	-$716	0.02%	306
2023 Q4	$67.2K	Sell	2,413 -2	-0.1%	-$53	0.02%	284
2023 Q3	$62K	Buy	+2,415	New	+$63.5K	0.02%	246

Other funds holding JUNT

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Richmond Brothers Jackson, Michigan $192M AUM 23.02% 1-Year Est. Return

Q1WB

Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

Blue Bell Private Wealth Management's JUNT Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its AllianzIM U.S. Equity Buffer10 Jun ETF (JUNT) position steady in Q2 2026 at 3,563 shares worth $135K. The position accounts for 0.02% of the portfolio, ranked #324.

Blue Bell Private Wealth Management first reported a position in JUNT in Q3 2023 and has held it in 12 quarters since. 34 funds tracked by Wall St. Rank hold JUNT as of Q2 2026.

Blue Bell Private Wealth Management held 3,563 shares of AllianzIM U.S. Equity Buffer10 Jun ETF worth $135K as of Q2 2026.
Blue Bell Private Wealth Management left its AllianzIM U.S. Equity Buffer10 Jun ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer10 Jun ETF made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #324 holding.
Blue Bell Private Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Jun ETF in Q3 2023 and has held it in 12 quarters since.
34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jun ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.