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Global Retirement Partners’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Global Retirement Partners’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
Q4 		$599K Hold
17,940
– – 0.01% 865
2025
Q3 		$588K Hold
17,940
– – 0.01% 715
2025
Q2 		$572K Buy
+17,940
New +$544K 0.01% 665
2024
Q4 		$539K Buy
+17,940
New +$536K 0.02% 609

Other funds holding JUNW

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Global Retirement Partners's JUNW Position: Q4 2025 in Review

Global Retirement Partners held its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) position steady in Q4 2025 at 17,940 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #865.

Global Retirement Partners first reported a position in JUNW in Q4 2024 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold JUNW as of Q4 2025.

  • Global Retirement Partners held 17,940 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $599K as of Q4 2025.
  • Global Retirement Partners left its AllianzIM U.S. Equity Buffer20 Jun ETF share count unchanged in Q4 2025.
  • AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #865 holding.
  • Global Retirement Partners first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q4 2024 and has held it in 4 quarters since.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.