Evergreen Wealth Solutions’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Evergreen Wealth Solutions’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	$229K	Buy	+6,545	New	+$224K	0.01%	476

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

Evergreen Wealth Solutions's JUNW Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q2 2026: 6,545 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #476 among its holdings.

80 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

Evergreen Wealth Solutions held 6,545 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $229K as of Q2 2026.
AllianzIM U.S. Equity Buffer20 Jun ETF was a new Evergreen Wealth Solutions position in Q2 2026.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #476 holding.
80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.