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 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

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

Elevated Capital Advisors's JUNW Position: Q1 2026 in Review

Elevated Capital Advisors reduced its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 97% in Q1 2026, selling an estimated $2.83M and leaving 2,370 shares worth $79K. The position accounts for 0.02% of the portfolio, ranked #307.

Elevated Capital Advisors first reported a position in JUNW in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.18M in Q2 2025. 38 funds tracked by Wall St. Rank hold JUNW as of Q1 2026.

Elevated Capital Advisors held 2,370 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $79K as of Q1 2026.
Elevated Capital Advisors sold 84,545 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q1 2026, an estimated $2.83M.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.02% of Elevated Capital Advisors's portfolio in Q1 2026, its #307 holding.
Elevated Capital Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q3 2024 and has held it in 7 quarters since.
Elevated Capital Advisors's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $3.18M in Q2 2025.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.