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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
Q2 		$18.4M Buy
+533,703
New +$18.2M 7.11% 5
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

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
LPL Financial
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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
A
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
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

Lloyd Advisory Services's JUNW Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q2 2026: 533,703 shares worth $18.4M. The stake represents 7.11% of the portfolio and ranks #5 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in JUNW as recently as Q4 2025.

Lloyd Advisory Services first reported a position in JUNW in Q2 2024 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

  • Lloyd Advisory Services held 533,703 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $18.4M as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jun ETF was a new Lloyd Advisory Services position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jun ETF made up 7.11% of Lloyd Advisory Services's portfolio in Q2 2026, its #5 holding.
  • Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2024 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.