LifeWealth Investments’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

LifeWealth Investments’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	$1.47M	Buy	+42,683	New	+$1.46M	0.39%	47

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

LifeWealth Investments's JUNW Position: Q2 2026 in Review

LifeWealth Investments opened a new position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q2 2026: 42,683 shares worth $1.47M. The stake represents 0.39% of the portfolio and ranks #47 among its holdings.

80 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

LifeWealth Investments held 42,683 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $1.47M as of Q2 2026.
AllianzIM U.S. Equity Buffer20 Jun ETF was a new LifeWealth Investments position in Q2 2026.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.39% of LifeWealth Investments's portfolio in Q2 2026, its #47 holding.
80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.