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

Diversify Advisory 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 Q3	$306K	Sell	8,700 -1,000	-10%	-$34.7K	﹤0.01%	1087
2026 Q2	$332K	Buy	+9,700	New	+$332K	0.01%	1011

Other funds holding JUNW

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

IWMO

Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Diversify Advisory Services's JUNW Position: Q3 2026 in Review

Diversify Advisory Services reduced its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 10% in Q3 2026, selling an estimated $34.7K and leaving 8,700 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Diversify Advisory Services first reported a position in JUNW in Q2 2026 and has held it in 2 quarters since. The position peaked at $332K in Q2 2026. 17 funds tracked by Wall St. Rank hold JUNW as of Q3 2026.

Diversify Advisory Services held 8,700 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $306K as of Q3 2026.
Diversify Advisory Services sold 1,000 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q3 2026, an estimated $34.7K.
AllianzIM U.S. Equity Buffer20 Jun ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1087 holding.
Diversify Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2026 and has held it in 2 quarters since.
Diversify Advisory Services's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $332K in Q2 2026.
17 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.