IFP Advisors
JUNW icon

IFP Advisors’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

IFP Advisors’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
Q3 		$151K Buy
4,343
+807
+23% +$28K ﹤0.01% 1714
2026
Q2 		$122K Buy
+3,536
New +$121K ﹤0.01% 1841

Other funds holding JUNW

Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
FSR Wealth Management
FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return
Aegis Wealth Management (Iowa)
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return

IFP Advisors's JUNW Position: Q3 2026 in Review

IFP Advisors increased its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 23% in Q3 2026, buying an estimated $28K and bringing the position to 4,343 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

IFP Advisors first reported a position in JUNW in Q2 2026 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold JUNW as of Q3 2026.

  • IFP Advisors held 4,343 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $151K as of Q3 2026.
  • IFP Advisors bought 807 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q3 2026, an estimated $28K.
  • AllianzIM U.S. Equity Buffer20 Jun ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1714 holding.
  • IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2026 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.