Gradient Investments’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Gradient Investments’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 Q2	–	Sell	-1,456,177	Closed	-$43.3M	–	369
2025 Q1	$43.3M	Buy	1,456,177 +30,351	+2%	+$917K	0.87%	34
2024 Q4	$42.8M	Buy	+1,425,826	New	+$42.6M	0.87%	30

Other funds holding JUNW

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

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

Gradient Investments's JUNW Position: Q2 2025 in Review

Gradient Investments sold out of AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q2 2025, closing a stake of 1,456,177 shares — an estimated $43.3M sold.

Gradient Investments first reported a position in JUNW in Q4 2024 and held it in 2 quarters. The position peaked at $43.3M in Q1 2025. 41 funds tracked by Wall St. Rank hold JUNW as of Q2 2025.

Gradient Investments reported no remaining AllianzIM U.S. Equity Buffer20 Jun ETF position as of Q2 2025 after selling out during the quarter.
Gradient Investments sold 1,456,177 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q2 2025, an estimated $43.3M.
Gradient Investments first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q4 2024 and held it in 2 quarters.
Gradient Investments's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $43.3M in Q1 2025.
41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2025.

Based on Gradient Investments's 13F filing for Q2 2025, filed 8 Jul 2025.