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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
2026
Q2 		$617K Buy
+17,940
New +$613K 0.01% 935
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

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Global Retirement Partners's JUNW Position: Q2 2026 in Review

Global Retirement Partners opened a new position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q2 2026: 17,940 shares worth $617K. The stake represents 0.01% of the portfolio and ranks #935 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JUNW as recently as Q4 2025.

Global Retirement Partners first reported a position in JUNW in Q4 2024 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

  • Global Retirement Partners held 17,940 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $617K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jun ETF was a new Global Retirement Partners position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #935 holding.
  • Global Retirement Partners first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q4 2024 and has held it in 5 quarters since.
  • 80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.