Joseph P. Lucia & Associates’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Joseph P. Lucia & 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	$990K	Buy	28,795 +18,440	+178%	+$630K	0.3%	69
2026 Q1	$345K	Hold	10,355	–	–	0.12%	127
2025 Q4	$346K	Hold	10,355	–	–	0.12%	127
2025 Q3	$339K	Sell	10,355 -2,056	-17%	-$66.5K	0.13%	119
2025 Q2	$395K	Buy	+12,411	New	+$377K	0.16%	108

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

Joseph P. Lucia & Associates's JUNW Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 178% in Q2 2026, buying an estimated $630K and bringing the position to 28,795 shares worth $990K. The position accounts for 0.3% of the portfolio, ranked #69.

Joseph P. Lucia & Associates first reported a position in JUNW in Q2 2025 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

Joseph P. Lucia & Associates held 28,795 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $990K as of Q2 2026.
Joseph P. Lucia & Associates bought 18,440 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q2 2026, an estimated $630K.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.3% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #69 holding.
Joseph P. Lucia & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2025 and has held it in 5 quarters since.
80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.