Elevated Capital Advisors’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Elevated Capital Advisors’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	$4.48M	Buy	128,315 +64,424	+101%	+$2.24M	1.49%	20
2026 Q2	$2.2M	Buy	63,891 +61,521	+2,596%	+$2.1M	0.6%	43
2026 Q1	$79K	Sell	2,370 -84,545	-97%	-$2.83M	0.02%	307
2025 Q4	$2.9M	Sell	86,915 -3,585	-4%	-$118K	0.68%	35
2025 Q3	$2.97M	Sell	90,500 -16,604	-16%	-$537K	0.74%	36
2025 Q2	$3.18M	Hold	107,104	–	–	0.89%	27
2025 Q1	$3.18M	Buy	107,104 +6,776	+7%	+$205K	0.89%	27
2024 Q4	$3.01M	Buy	100,328 +37,743	+60%	+$1.13M	0.82%	28
2024 Q3	$1.85M	Buy	+62,585	New	+$1.81M	0.49%	45

Other funds holding JUNW

Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return

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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return

IWMO

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 1-Year Est. Return

Elevated Capital Advisors's JUNW Position: Q3 2026 in Review

Elevated Capital Advisors increased its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 101% in Q3 2026, buying an estimated $2.24M and bringing the position to 128,315 shares worth $4.48M. The position accounts for 1.49% of the portfolio, ranked #20.

Elevated Capital Advisors first reported a position in JUNW in Q3 2024 and has held it in 9 quarters since. 65 funds tracked by Wall St. Rank hold JUNW as of Q3 2026.

Elevated Capital Advisors held 128,315 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $4.48M as of Q3 2026.
Elevated Capital Advisors bought 64,424 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q3 2026, an estimated $2.24M.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 1.49% of Elevated Capital Advisors's portfolio in Q3 2026, its #20 holding.
Elevated Capital Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q3 2024 and has held it in 9 quarters since.
65 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.