Diversify Wealth Management
JUNW icon

Diversify Wealth Management’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Diversify Wealth 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 		$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
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
First Heartland Consultants
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 Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Diversify Wealth Management's JUNW Position: Q3 2026 in Review

Diversify Wealth Management 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 Wealth Management 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 Wealth Management held 8,700 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $306K as of Q3 2026.
  • Diversify Wealth Management 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 Wealth Management's portfolio in Q3 2026, its #1087 holding.
  • Diversify Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management'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 Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.