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Cedar Brook Financial Partners’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Cedar Brook Financial Partners’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
2023
Q4 		– Sell
-12,844
Closed -$328K – 426
2023
Q3 		$328K Buy
+12,844
New +$332K 0.09% 236

Other funds holding JUNW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cedar Brook Financial Partners's JUNW Position: Q4 2023 in Review

Cedar Brook Financial Partners sold out of AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q4 2023, closing a stake of 12,844 shares — an estimated $328K sold.

Cedar Brook Financial Partners first reported a position in JUNW in Q3 2023 and held it in 1 quarter. The position peaked at $328K in Q3 2023. 21 funds tracked by Wall St. Rank hold JUNW as of Q4 2023.

  • Cedar Brook Financial Partners reported no remaining AllianzIM U.S. Equity Buffer20 Jun ETF position as of Q4 2023 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 12,844 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q4 2023, an estimated $328K.
  • Cedar Brook Financial Partners first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q3 2023 and held it in 1 quarter.
  • Cedar Brook Financial Partners's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $328K in Q3 2023.
  • 21 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q4 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2023, filed 12 Jan 2024.