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

Blue Bell 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	$15.3K	Hold	444	–	–	﹤0.01%	548
2026 Q1	$14.8K	Hold	444	–	–	﹤0.01%	527
2025 Q4	$14.8K	Hold	444	–	–	﹤0.01%	517
2025 Q3	$14.6K	Hold	444	–	–	﹤0.01%	513
2025 Q2	$14.1K	Hold	444	–	–	﹤0.01%	499
2025 Q1	$13.2K	Hold	444	–	–	﹤0.01%	493
2024 Q4	$13.3K	Hold	444	–	–	﹤0.01%	470
2024 Q3	$13.1K	Hold	444	–	–	﹤0.01%	495
2024 Q2	$12.7K	Hold	444	–	–	﹤0.01%	495
2024 Q1	$12.4K	Hold	444	–	–	﹤0.01%	502
2023 Q4	$12K	Hold	444	–	–	﹤0.01%	475
2023 Q3	$11.3K	Buy	444 +2	+0.5%	+$52	﹤0.01%	412
2023 Q2	$11.4K	Buy	+442	New	+$11.3K	﹤0.01%	403

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 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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Blue Bell Private Wealth Management held its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) position steady in Q2 2026 at 444 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Blue Bell Private Wealth Management first reported a position in JUNW in Q2 2023 and has held it in 13 quarters since. 80 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

Blue Bell Private Wealth Management held 444 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $15.3K as of Q2 2026.
Blue Bell 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 ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #548 holding.
Blue Bell Private Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2023 and has held it in 13 quarters since.
80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

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