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

Lloyd 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 		– Sell
-6,054
Closed -$202K – 960
2025
Q4 		$202K Buy
+6,054
New +$200K 0.08% 119
2024
Q4 		– Sell
-11,823
Closed -$350K – 109
2024
Q3 		$350K Sell
11,823
-515,195
-98% -$14.9M 0.17% 69
2024
Q2 		$15.1M Buy
+527,018
New +$14.8M 7.09% 3

Other funds holding JUNW

AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
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

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

Lloyd Advisory Services sold out of AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q1 2026, closing a stake of 6,054 shares — an estimated $202K sold.

Lloyd Advisory Services first reported a position in JUNW in Q2 2024 and held it in 3 quarters. The position peaked at $15.1M in Q2 2024. 38 funds tracked by Wall St. Rank hold JUNW as of Q1 2026.

  • Lloyd Advisory Services reported no remaining AllianzIM U.S. Equity Buffer20 Jun ETF position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 6,054 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q1 2026, an estimated $202K.
  • Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2024 and held it in 3 quarters.
  • Lloyd Advisory Services's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $15.1M in Q2 2024.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.