KFG
JUNW icon

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

Kingdom 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
2024
Q3 		– Sell
-16,356
Closed -$468K – 55
2024
Q2 		$468K Buy
+16,356
New +$460K 0.32% 30

Other funds holding JUNW

AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kingdom Financial Group's JUNW Position: Q3 2024 in Review

Kingdom Financial Group sold out of AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q3 2024, closing a stake of 16,356 shares — an estimated $468K sold.

Kingdom Financial Group first reported a position in JUNW in Q2 2024 and held it in 1 quarter. The position peaked at $468K in Q2 2024. 39 funds tracked by Wall St. Rank hold JUNW as of Q3 2024.

  • Kingdom Financial Group reported no remaining AllianzIM U.S. Equity Buffer20 Jun ETF position as of Q3 2024 after selling out during the quarter.
  • Kingdom Financial Group sold 16,356 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q3 2024, an estimated $468K.
  • Kingdom Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2024 and held it in 1 quarter.
  • Kingdom Financial Group's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $468K in Q2 2024.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q3 2024.

Based on Kingdom Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.