FA
JUNW icon

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

FSA 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
2024
Q4 		– Sell
-14,591
Closed -$417K – 160
2024
Q3 		$417K Buy
+14,591
New +$422K 0.42% 73

Other funds holding JUNW

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

FSA Advisors's JUNW Position: Q4 2024 in Review

FSA Advisors sold out of AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q4 2024, closing a stake of 14,591 shares — an estimated $417K sold.

FSA Advisors first reported a position in JUNW in Q3 2024 and held it in 1 quarter. The position peaked at $417K in Q3 2024. 43 funds tracked by Wall St. Rank hold JUNW as of Q4 2024.

  • FSA Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Jun ETF position as of Q4 2024 after selling out during the quarter.
  • FSA Advisors sold 14,591 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q4 2024, an estimated $417K.
  • FSA Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q3 2024 and held it in 1 quarter.
  • FSA Advisors's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $417K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q4 2024.

Based on FSA Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.