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

Harbour 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
2026 Q1	$640K	Sell	19,181 -4,220	-18%	-$141K	0.01%	935
2025 Q4	$781K	Sell	23,401 -4,215	-15%	-$139K	0.02%	686
2025 Q3	$905K	Sell	27,616 -3,752	-12%	-$121K	0.02%	604
2025 Q2	$999K	Buy	31,368 +1,903	+6%	+$57.7K	0.03%	530
2025 Q1	$876K	Sell	29,465 -16,828	-36%	-$508K	0.03%	525
2024 Q4	$1.39M	Sell	46,293 -13,797	-23%	-$412K	0.04%	387
2024 Q3	$1.78M	Sell	60,090 -13,405	-18%	-$388K	0.05%	301
2024 Q2	$2.1M	Buy	73,495 +66,923	+1,018%	+$1.88M	0.07%	244
2024 Q1	$183K	Hold	6,572	–	–	0.01%	955
2023 Q4	$178K	Sell	6,572 -119	-2%	-$3.11K	0.01%	907
2023 Q3	$171K	Sell	6,691 -45,247	-87%	-$1.17M	0.01%	844
2023 Q2	$1.34M	Buy	+51,938	New	+$1.32M	0.07%	277

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

Harbour Investments's JUNW Position: Q1 2026 in Review

Harbour Investments reduced its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 18% in Q1 2026, selling an estimated $141K and leaving 19,181 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #935.

Harbour Investments first reported a position in JUNW in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.1M in Q2 2024. 38 funds tracked by Wall St. Rank hold JUNW as of Q1 2026.

Harbour Investments held 19,181 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $640K as of Q1 2026.
Harbour Investments sold 4,220 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q1 2026, an estimated $141K.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #935 holding.
Harbour Investments first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2023 and has held it in 12 quarters since.
Harbour Investments's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $2.1M in Q2 2024.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.