Commonwealth Equity Services’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Commonwealth Equity Services’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	$4.01M	Sell	120,344 -8,915	-7%	-$299K	0.01%	1496
2025 Q4	$4.32M	Sell	129,259 -955	-0.7%	-$31.5K	0.01%	1427
2025 Q3	$4.27M	Sell	130,214 -40,238	-24%	-$1.3M	0.01%	1462
2025 Q2	$5.43M	Buy	170,452 +36,473	+27%	+$1.11M	0.01%	1269
2025 Q1	$3.98M	Sell	133,979 -4,075	-3%	-$123K	0.01%	1422
2024 Q4	$4.15M	Sell	138,054 -927	-0.7%	-$27.7K	0.01%	1360
2024 Q3	$4.11M	Sell	138,981 -3,920	-3%	-$113K	0.01%	1348
2024 Q2	$4.08M	Buy	142,901 +49,346	+53%	+$1.39M	0.01%	1313
2024 Q1	$2.6M	Sell	93,555 -188	-0.2%	-$5.16K	﹤0.01%	1597
2023 Q4	$2.53M	Sell	93,743 -1,095	-1%	-$28.6K	﹤0.01%	1529
2023 Q3	$2.42M	Sell	94,838 -11,443	-11%	-$296K	0.01%	1479
2023 Q2	$2.74M	Buy	+106,281	New	+$2.71M	0.01%	1415

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

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Commonwealth Equity Services's JUNW Position: Q1 2026 in Review

Commonwealth Equity Services reduced its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 6.9% in Q1 2026, selling an estimated $299K and leaving 120,344 shares worth $4.01M. The position accounts for 0.01% of the portfolio, ranked #1496.

Commonwealth Equity Services first reported a position in JUNW in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.43M in Q2 2025. 38 funds tracked by Wall St. Rank hold JUNW as of Q1 2026.

Commonwealth Equity Services held 120,344 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $4.01M as of Q1 2026.
Commonwealth Equity Services sold 8,915 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q1 2026, an estimated $299K.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1496 holding.
Commonwealth Equity Services first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2023 and has held it in 12 quarters since.
Commonwealth Equity Services's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $5.43M in Q2 2025.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.