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 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

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Blue Bell Private Wealth Management's JUNW Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) position steady in Q1 2026 at 444 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Blue Bell Private Wealth Management first reported a position in JUNW in Q2 2023 and has held it in 12 quarters since. The position peaked at $14.8K in Q4 2025. 38 funds tracked by Wall St. Rank hold JUNW as of Q1 2026.

Blue Bell Private Wealth Management held 444 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $14.8K as of Q1 2026.
Blue Bell Private Wealth Management left its AllianzIM U.S. Equity Buffer20 Jun ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer20 Jun ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #527 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 12 quarters since.
Blue Bell Private Wealth Management's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $14.8K in Q4 2025.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.