Envestnet Asset Management’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Envestnet Asset 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 Q2	$660K	Buy	19,205 +8,541	+80%	+$292K	﹤0.01%	3892
2026 Q1	$356K	Sell	10,664 -3,833	-26%	-$128K	﹤0.01%	4174
2025 Q4	$484K	Buy	14,497 +246	+2%	+$8.12K	﹤0.01%	3721
2025 Q3	$467K	Hold	14,251	–	–	﹤0.01%	3810
2025 Q2	$454K	Buy	14,251 +3,607	+34%	+$109K	﹤0.01%	3765
2025 Q1	$316K	Buy	10,644 +3,833	+56%	+$116K	﹤0.01%	3894
2024 Q4	$205K	Sell	6,811 -3,770	-36%	-$113K	﹤0.01%	4087
2024 Q3	$313K	Buy	10,581 +2,533	+31%	+$73.3K	﹤0.01%	3798
2024 Q2	$230K	Buy	+8,048	New	+$226K	﹤0.01%	3857
2023 Q4	–	Sell	-10,459	Closed	-$267K	–	4107
2023 Q3	$267K	Sell	10,459 -14,144	-57%	-$366K	﹤0.01%	3592
2023 Q2	$634K	Buy	+24,603	New	+$627K	﹤0.01%	3080

Other funds holding JUNW

AWM

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

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 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

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $172M AUM

Envestnet Asset Management's JUNW Position: Q2 2026 in Review

Envestnet Asset Management increased its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 80% in Q2 2026, buying an estimated $292K and bringing the position to 19,205 shares worth $660K. The position accounts for ﹤0.01% of the portfolio, ranked #3892.

Envestnet Asset Management first reported a position in JUNW in Q2 2023 and has held it in 11 quarters since. 45 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

Envestnet Asset Management held 19,205 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $660K as of Q2 2026.
Envestnet Asset Management bought 8,541 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q2 2026, an estimated $292K.
AllianzIM U.S. Equity Buffer20 Jun ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3892 holding.
Envestnet Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2023 and has held it in 11 quarters since.
45 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.