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Impact Partnership Wealth’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-6,215
Closed -$159K – 980
2023
Q3 		$159K Buy
6,215
+732
+13% +$18.9K 0.05% 217
2023
Q2 		$141K Buy
+5,483
New +$140K 0.05% 164

Other funds holding JUNW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Impact Partnership Wealth's JUNW Position: Q4 2023 in Review

Impact Partnership Wealth sold out of AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q4 2023, closing a stake of 6,215 shares — an estimated $159K sold.

Impact Partnership Wealth first reported a position in JUNW in Q2 2023 and held it in 2 quarters. The position peaked at $159K in Q3 2023. 21 funds tracked by Wall St. Rank hold JUNW as of Q4 2023.

  • Impact Partnership Wealth reported no remaining AllianzIM U.S. Equity Buffer20 Jun ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 6,215 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q4 2023, an estimated $159K.
  • Impact Partnership Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $159K in Q3 2023.
  • 21 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.