First Heartland Consultants’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

First Heartland Consultants’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	$538K	Buy	+15,657	New	+$535K	0.03%	316
2025 Q4	–	Sell	-9,075	Closed	-$298K	–	552
2025 Q3	$298K	Sell	9,075 -559	-6%	-$18.1K	0.02%	406
2025 Q2	$307K	Buy	9,634 +66	+0.7%	+$2K	0.03%	380
2025 Q1	$284K	Hold	9,568	–	–	0.03%	355
2024 Q4	$287K	Sell	9,568 -397	-4%	-$11.9K	0.03%	353
2024 Q3	$295K	Sell	9,965 -190	-2%	-$5.5K	0.03%	330
2024 Q2	$290	Buy	+10,155	New	+$285K	0.02%	349
2023 Q3	–	Sell	-7,765	Closed	-$200K	–	394
2023 Q2	$200K	Buy	+7,765	New	+$198K	0.03%	364

Other funds holding JUNW

AFS

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

BOSSRA

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

Networth Advisors Canonsburg, Pennsylvania $172M AUM

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

First Heartland Consultants's JUNW Position: Q2 2026 in Review

First Heartland Consultants opened a new position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q2 2026: 15,657 shares worth $538K. The stake represents 0.03% of the portfolio and ranks #316 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in JUNW as recently as Q3 2025.

First Heartland Consultants first reported a position in JUNW in Q2 2023 and has held it in 8 quarters since. 23 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

First Heartland Consultants held 15,657 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $538K as of Q2 2026.
AllianzIM U.S. Equity Buffer20 Jun ETF was a new First Heartland Consultants position in Q2 2026.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #316 holding.
First Heartland Consultants first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2023 and has held it in 8 quarters since.
23 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.