EverSource Wealth Advisors
JUNW icon

EverSource Wealth Advisors’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

EverSource Wealth 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
Q3 		$47.7K Buy
+1,367
New +$47.5K ﹤0.01% 1818

Other funds holding JUNW

Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
FSR Wealth Management
FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return
Aegis Wealth Management (Iowa)
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 1-Year Est. Return

EverSource Wealth Advisors's JUNW Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q3 2026: 1,367 shares worth $47.7K. The stake represents ﹤0.01% of the portfolio and ranks #1818 among its holdings.

57 funds tracked by Wall St. Rank hold JUNW as of Q3 2026.

  • EverSource Wealth Advisors held 1,367 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $47.7K as of Q3 2026.
  • AllianzIM U.S. Equity Buffer20 Jun ETF was a new EverSource Wealth Advisors position in Q3 2026.
  • AllianzIM U.S. Equity Buffer20 Jun ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #1818 holding.
  • 57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.