FSR Wealth Management’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

FSR Wealth Management’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	$6.03M	Buy	+175,439	New	+$6M	6.88%	4

Other funds holding JUNW

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

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

Networth Advisors Canonsburg, Pennsylvania $172M AUM

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

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

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

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

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

FSR Wealth Management's JUNW Position: Q2 2026 in Review

FSR Wealth Management opened a new position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q2 2026: 175,439 shares worth $6.03M. The stake represents 6.88% of the portfolio and ranks #4 among its holdings.

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

FSR Wealth Management held 175,439 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $6.03M as of Q2 2026.
AllianzIM U.S. Equity Buffer20 Jun ETF was a new FSR Wealth Management position in Q2 2026.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 6.88% of FSR Wealth Management's portfolio in Q2 2026, its #4 holding.
20 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on FSR Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.