BFA
JUNW icon

Brown Financial Advisors’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Brown Financial 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
2025
Q2 		– Sell
-17,162
Closed -$510K – 144
2025
Q1 		$510K Buy
17,162
+1,075
+7% +$32.5K 0.21% 96
2024
Q4 		$483K Buy
+16,087
New +$481K 0.19% 92

Other funds holding JUNW

AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Cetera Investment Advisers
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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Raymond James Financial
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Brown Financial Advisors's JUNW Position: Q2 2025 in Review

Brown Financial Advisors sold out of AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q2 2025, closing a stake of 17,162 shares — an estimated $510K sold.

Brown Financial Advisors first reported a position in JUNW in Q4 2024 and held it in 2 quarters. The position peaked at $510K in Q1 2025. 41 funds tracked by Wall St. Rank hold JUNW as of Q2 2025.

  • Brown Financial Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Jun ETF position as of Q2 2025 after selling out during the quarter.
  • Brown Financial Advisors sold 17,162 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q2 2025, an estimated $510K.
  • Brown Financial Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q4 2024 and held it in 2 quarters.
  • Brown Financial Advisors's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $510K in Q1 2025.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2025.

Based on Brown Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.