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FWG Investments’s AllianzIM U.S. Equity Buffer10 Jun ETF JUNT Stock Holding History

FWG Investments’s Portfolio JUNT Stock Details JUNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-19,968
Closed -$556K – 119
2023
Q4 		$556K Buy
+19,968
New +$529K 0.69% 37

Other funds holding JUNT

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $185M AUM 18.14% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

FWG Investments's JUNT Position: Q1 2024 in Review

FWG Investments sold out of AllianzIM U.S. Equity Buffer10 Jun ETF (JUNT) in Q1 2024, closing a stake of 19,968 shares — an estimated $556K sold.

FWG Investments first reported a position in JUNT in Q4 2023 and held it in 1 quarter. The position peaked at $556K in Q4 2023. 11 funds tracked by Wall St. Rank hold JUNT as of Q1 2024.

  • FWG Investments reported no remaining AllianzIM U.S. Equity Buffer10 Jun ETF position as of Q1 2024 after selling out during the quarter.
  • FWG Investments sold 19,968 AllianzIM U.S. Equity Buffer10 Jun ETF shares in Q1 2024, an estimated $556K.
  • FWG Investments first reported a position in AllianzIM U.S. Equity Buffer10 Jun ETF in Q4 2023 and held it in 1 quarter.
  • FWG Investments's AllianzIM U.S. Equity Buffer10 Jun ETF position peaked at $556K in Q4 2023.
  • 11 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jun ETF as of Q1 2024.

Based on FWG Investments's 13F filing for Q1 2024, filed 14 Aug 2024.