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

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

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

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

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 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.

11 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.
11 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.