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Jim Saulnier & Associates’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Jim Saulnier & Associates’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 		$571K Sell
16,605
-2,771
-14% -$94.7K 0.23% 76
2026
Q1 		$646K Hold
19,376
– – 0.31% 69
2025
Q4 		$647K Hold
19,376
– – 0.34% 67
2025
Q3 		$635K Hold
19,376
– – 0.35% 64
2025
Q2 		$617K Buy
19,376
+7,737
+66% +$235K 0.42% 53
2025
Q1 		$346K Hold
11,639
– – 0.27% 70
2024
Q4 		$350K Sell
11,639
-2,674
-19% -$79.9K 0.3% 58
2024
Q3 		$424K Buy
+14,313
New +$414K 0.41% 48

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

Jim Saulnier & Associates's JUNW Position: Q2 2026 in Review

Jim Saulnier & Associates reduced its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 14% in Q2 2026, selling an estimated $94.7K and leaving 16,605 shares worth $571K. The position accounts for 0.23% of the portfolio, ranked #76.

Jim Saulnier & Associates first reported a position in JUNW in Q3 2024 and has held it in 8 quarters since. The position peaked at $647K in Q4 2025. 80 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

  • Jim Saulnier & Associates held 16,605 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $571K as of Q2 2026.
  • Jim Saulnier & Associates sold 2,771 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q2 2026, an estimated $94.7K.
  • AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.23% of Jim Saulnier & Associates's portfolio in Q2 2026, its #76 holding.
  • Jim Saulnier & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q3 2024 and has held it in 8 quarters since.
  • Jim Saulnier & Associates's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $647K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.