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 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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Elevated Capital Advisors's JUNW Position: Q2 2026 in Review

Elevated Capital Advisors increased its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 2,596% in Q2 2026, buying an estimated $2.1M and bringing the position to 63,891 shares worth $2.2M. The position accounts for 0.6% of the portfolio, ranked #43.

Elevated Capital Advisors first reported a position in JUNW in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.18M in Q2 2025. 80 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

Elevated Capital Advisors held 63,891 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $2.2M as of Q2 2026.
Elevated Capital Advisors bought 61,521 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q2 2026, an estimated $2.1M.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.6% of Elevated Capital Advisors's portfolio in Q2 2026, its #43 holding.
Elevated Capital Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q3 2024 and has held it in 8 quarters since.
Elevated Capital Advisors's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $3.18M in Q2 2025.
80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.