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

GeoWealth 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
2025
Q1 		– Sell
-32
Closed -$961 – 1468
2024
Q4 		$961 Sell
32
-7,481
-100% -$224K ﹤0.01% 1702
2024
Q3 		$222K Sell
7,513
-13,928
-65% -$403K 0.01% 683
2024
Q2 		$613K Buy
+21,441
New +$603K 0.03% 378

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 $123M AUM 12.5% 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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GeoWealth Management's JUNW Position: Q1 2025 in Review

GeoWealth Management sold out of AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q1 2025, closing a stake of 32 shares — an estimated $961 sold.

GeoWealth Management first reported a position in JUNW in Q2 2024 and held it in 3 quarters. The position peaked at $613K in Q2 2024. 40 funds tracked by Wall St. Rank hold JUNW as of Q1 2025.

  • GeoWealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Jun ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 32 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q1 2025, an estimated $961.
  • GeoWealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2024 and held it in 3 quarters.
  • GeoWealth Management's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $613K in Q2 2024.
  • 40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.