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Great Lakes Retirement’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Great Lakes Retirement’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 		$2.21M Buy
+64,326
New +$2.2M 0.2% 105
2024
Q3 		– Sell
-105,692
Closed -$3.02M – 442
2024
Q2 		$3.02M Buy
+105,692
New +$2.97M 0.41% 52
2023
Q4 		– Sell
-50,933
Closed -$1.3M – 223
2023
Q3 		$1.3M Buy
+50,933
New +$1.32M 0.23% 86

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

Great Lakes Retirement's JUNW Position: Q2 2026 in Review

Great Lakes Retirement opened a new position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q2 2026: 64,326 shares worth $2.21M. The stake represents 0.2% of the portfolio and ranks #105 among its holdings. This is a return to the name: Great Lakes Retirement previously reported a position in JUNW as recently as Q2 2024.

Great Lakes Retirement first reported a position in JUNW in Q3 2023 and has held it in 3 quarters since. The position peaked at $3.02M in Q2 2024. 80 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

  • Great Lakes Retirement held 64,326 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $2.21M as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jun ETF was a new Great Lakes Retirement position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.2% of Great Lakes Retirement's portfolio in Q2 2026, its #105 holding.
  • Great Lakes Retirement first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q3 2023 and has held it in 3 quarters since.
  • Great Lakes Retirement's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $3.02M in Q2 2024.
  • 80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.