Castle Rock Wealth Management’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Castle Rock 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	$604K	Buy	17,591 +5,775	+49%	+$197K	0.12%	156
2026 Q1	$395K	Hold	11,816	–	–	0.09%	181
2025 Q4	$397K	Hold	11,816	–	–	0.09%	177
2025 Q3	$388K	Hold	11,816	–	–	0.09%	183
2025 Q2	$379K	Sell	11,816 -708	-6%	-$21.5K	0.09%	174
2025 Q1	$372K	Hold	12,524	–	–	0.1%	166
2024 Q4	$383K	Sell	12,524 -1,239	-9%	-$37K	0.09%	168
2024 Q3	$406K	Hold	13,763	–	–	0.1%	166
2024 Q2	$394K	Buy	+13,763	New	+$387K	0.1%	167

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

BDPWM

Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 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

Castle Rock Wealth Management's JUNW Position: Q2 2026 in Review

Castle Rock Wealth Management increased its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 49% in Q2 2026, buying an estimated $197K and bringing the position to 17,591 shares worth $604K. The position accounts for 0.12% of the portfolio, ranked #156.

Castle Rock Wealth Management first reported a position in JUNW in Q2 2024 and has held it in 9 quarters since. 11 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

Castle Rock Wealth Management held 17,591 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $604K as of Q2 2026.
Castle Rock Wealth Management bought 5,775 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q2 2026, an estimated $197K.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.12% of Castle Rock Wealth Management's portfolio in Q2 2026, its #156 holding.
Castle Rock Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2024 and has held it in 9 quarters since.
11 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.