Independent Financial Group’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Independent 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	$386K	Buy	11,218 +4,368	+64%	+$149K	0.01%	1099
2026 Q1	$228K	Hold	6,850	–	–	0.01%	1314
2025 Q4	$229K	Buy	+6,850	New	+$226K	0.01%	1279
2025 Q1	–	Sell	-8,127	Closed	-$244K	–	1222
2024 Q4	$244K	Sell	8,127 -3,990	-33%	-$119K	0.01%	986
2024 Q3	$359K	Sell	12,117 -19,367	-62%	-$560K	0.01%	800
2024 Q2	$900K	Buy	31,484 +21,459	+214%	+$603K	0.04%	429
2024 Q1	$279K	Hold	10,025	–	–	0.01%	812
2023 Q4	$271K	Hold	10,025	–	–	0.01%	763
2023 Q3	$256K	Hold	10,025	–	–	0.02%	731
2023 Q2	$258K	Buy	+10,025	New	+$256K	0.02%	708

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

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

Independent Financial Group increased its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 64% in Q2 2026, buying an estimated $149K and bringing the position to 11,218 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #1099.

Independent Financial Group first reported a position in JUNW in Q2 2023 and has held it in 10 quarters since. The position peaked at $900K in Q2 2024. 80 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

Independent Financial Group held 11,218 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $386K as of Q2 2026.
Independent Financial Group bought 4,368 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q2 2026, an estimated $149K.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1099 holding.
Independent Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2023 and has held it in 10 quarters since.
Independent Financial Group's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $900K in Q2 2024.
80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.