Compass Financial Management
JUNW icon

Compass Financial Management’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Compass Financial 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
Q3 		$2.27K Hold
65
– – ﹤0.01% 1435
2026
Q2 		$2.27K Buy
+65
New +$2.22K ﹤0.01% 1301

Other funds holding JUNW

AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
Access Financial Services
Access Financial Services Minneapolis, Minnesota $300M AUM 11.91% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Authentikos Wealth Advisory
Authentikos Wealth Advisory Morgan Hill, California $159M AUM 16.78% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
FSR Wealth Management
FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return

Compass Financial Management's JUNW Position: Q3 2026 in Review

Compass Financial Management held its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) position steady in Q3 2026 at 65 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Compass Financial Management first reported a position in JUNW in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.27K in Q2 2026. 80 funds tracked by Wall St. Rank hold JUNW as of Q3 2026.

  • Compass Financial Management held 65 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $2.27K as of Q3 2026.
  • Compass Financial Management left its AllianzIM U.S. Equity Buffer20 Jun ETF share count unchanged in Q3 2026.
  • AllianzIM U.S. Equity Buffer20 Jun ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1435 holding.
  • Compass Financial Management first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $2.27K in Q2 2026.
  • 80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.