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 Q2	$645K	Hold	18,759	–	–	0.37%	64
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

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 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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Grantvest Financial Group's JUNW Position: Q2 2026 in Review

Grantvest Financial Group held its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) position steady in Q2 2026 at 18,759 shares worth $645K. The position accounts for 0.37% of the portfolio, ranked #64.

Grantvest Financial Group first reported a position in JUNW in Q4 2024 and has held it in 7 quarters since. The position peaked at $747K in Q4 2024. 80 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

Grantvest Financial Group held 18,759 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $645K as of Q2 2026.
Grantvest Financial Group left its AllianzIM U.S. Equity Buffer20 Jun ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.37% of Grantvest Financial Group's portfolio in Q2 2026, its #64 holding.
Grantvest Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q4 2024 and has held it in 7 quarters since.
Grantvest Financial Group's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $747K in Q4 2024.
80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.