Focus Financial Network’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Focus Financial Network’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	$799K	Sell	22,910 -525	-2%	-$18.2K	0.02%	392
2026 Q2	$806K	Buy	23,435 +12,652	+117%	+$433K	0.02%	388
2026 Q1	$360K	Hold	10,783	–	–	0.01%	558
2025 Q4	$360K	Sell	10,783 -3,869	-26%	-$128K	0.01%	534
2025 Q3	$480K	Hold	14,652	–	–	0.02%	456
2025 Q2	$467K	Buy	14,652 +2,980	+26%	+$90.4K	0.02%	447
2025 Q1	$347K	Hold	11,672	–	–	0.01%	509
2024 Q4	$351K	Hold	11,672	–	–	0.01%	507
2024 Q3	$345K	Sell	11,672 -133	-1%	-$3.85K	0.01%	503
2024 Q2	$341K	Buy	+11,805	New	+$332K	0.01%	493

Other funds holding JUNW

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

IWMO

Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Focus Financial Network's JUNW Position: Q3 2026 in Review

Focus Financial Network reduced its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 2.2% in Q3 2026, selling an estimated $18.2K and leaving 22,910 shares worth $799K. The position accounts for 0.02% of the portfolio, ranked #392.

Focus Financial Network first reported a position in JUNW in Q2 2024 and has held it in 10 quarters since. The position peaked at $806K in Q2 2026. 15 funds tracked by Wall St. Rank hold JUNW as of Q3 2026.

Focus Financial Network held 22,910 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $799K as of Q3 2026.
Focus Financial Network sold 525 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q3 2026, an estimated $18.2K.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.02% of Focus Financial Network's portfolio in Q3 2026, its #392 holding.
Focus Financial Network first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2024 and has held it in 10 quarters since.
Focus Financial Network's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $806K in Q2 2026.
15 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.