Grantvest Financial Group’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Grantvest Financial Group’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 Q1	$626K	Sell	18,759 -1,976	-10%	-$66.2K	0.41%	58
2025 Q4	$692K	Sell	20,735 -790	-4%	-$26.1K	0.44%	54
2025 Q3	$706K	Sell	21,525 -835	-4%	-$27K	0.49%	49
2025 Q2	$712K	Sell	22,360 -1,173	-5%	-$35.6K	0.53%	42
2025 Q1	$700K	Sell	23,533 -1,333	-5%	-$40.3K	0.57%	38
2024 Q4	$747K	Buy	+24,866	New	+$743K	0.83%	33

Other funds holding JUNW

AAM

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Grantvest Financial Group's JUNW Position: Q1 2026 in Review

Grantvest Financial Group reduced its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 9.5% in Q1 2026, selling an estimated $66.2K and leaving 18,759 shares worth $626K. The position accounts for 0.41% of the portfolio, ranked #58.

Grantvest Financial Group first reported a position in JUNW in Q4 2024 and has held it in 6 quarters since. The position peaked at $747K in Q4 2024. 38 funds tracked by Wall St. Rank hold JUNW as of Q1 2026.

Grantvest Financial Group held 18,759 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $626K as of Q1 2026.
Grantvest Financial Group sold 1,976 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q1 2026, an estimated $66.2K.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.41% of Grantvest Financial Group's portfolio in Q1 2026, its #58 holding.
Grantvest Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q4 2024 and has held it in 6 quarters since.
Grantvest Financial Group's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $747K in Q4 2024.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.