Kestra Advisory Services’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Kestra Advisory Services’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 Q1	$2.29M	Sell	68,747 -10,032	-13%	-$336K	0.01%	1212
2025 Q4	$2.63M	Buy	78,779 +13,016	+20%	+$430K	0.01%	1060
2025 Q3	$2.16M	Sell	65,763 -6,683	-9%	-$216K	0.01%	1106
2025 Q2	$2.31M	Buy	72,446 +22,285	+44%	+$676K	0.01%	1006
2025 Q1	$1.49M	Sell	50,161 -17,589	-26%	-$531K	0.01%	1135
2024 Q4	$2.03M	Buy	67,750 +2,345	+4%	+$70.1K	0.01%	988
2024 Q3	$1.94M	Sell	65,405 -5,169	-7%	-$150K	0.01%	970
2024 Q2	$2.02M	Buy	70,574 +1,705	+2%	+$47.9K	0.01%	954
2024 Q1	$1.92M	Sell	68,869 -21,269	-24%	-$584K	0.01%	900
2023 Q4	$2.44M	Sell	90,138 -5,446	-6%	-$142K	0.02%	711
2023 Q3	$2.44M	Buy	95,584 +42,772	+81%	+$1.11M	0.02%	622
2023 Q2	$1.36M	Buy	+52,812	New	+$1.35M	0.01%	840

Other funds holding JUNW

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Kestra Advisory Services's JUNW Position: Q1 2026 in Review

Kestra Advisory Services reduced its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 13% in Q1 2026, selling an estimated $336K and leaving 68,747 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #1212.

Kestra Advisory Services first reported a position in JUNW in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.63M in Q4 2025. 38 funds tracked by Wall St. Rank hold JUNW as of Q1 2026.

Kestra Advisory Services held 68,747 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $2.29M as of Q1 2026.
Kestra Advisory Services sold 10,032 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q1 2026, an estimated $336K.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1212 holding.
Kestra Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2023 and has held it in 12 quarters since.
Kestra Advisory Services's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $2.63M in Q4 2025.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.