Envestnet Asset Management
JUNW icon

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% 3895
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
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
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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
A
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

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 #3895.

Envestnet Asset Management first reported a position in JUNW in Q2 2023 and has held it in 11 quarters since. 80 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 #3895 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.
  • 80 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.