Creative Financial Designs’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Creative Financial Designs’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	$43K	Buy	1,289 +242	+23%	+$8.11K	﹤0.01%	948
2025 Q4	$35K	Sell	1,047 -58	-5%	-$1.92K	﹤0.01%	995
2025 Q3	$36.2K	Sell	1,105 -5	-0.5%	-$162	﹤0.01%	961
2025 Q2	$35.4K	Buy	+1,110	New	+$33.7K	﹤0.01%	977
2024 Q4	–	Sell	-156	Closed	-$4.62K	–	1815
2024 Q3	$4.62K	Buy	+156	New	+$4.51K	﹤0.01%	1397

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Creative Financial Designs's JUNW Position: Q1 2026 in Review

Creative Financial Designs increased its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 23% in Q1 2026, buying an estimated $8.11K and bringing the position to 1,289 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Creative Financial Designs first reported a position in JUNW in Q3 2024 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold JUNW as of Q1 2026.

Creative Financial Designs held 1,289 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $43K as of Q1 2026.
Creative Financial Designs bought 242 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q1 2026, an estimated $8.11K.
AllianzIM U.S. Equity Buffer20 Jun ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #948 holding.
Creative Financial Designs first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q3 2024 and has held it in 5 quarters since.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.