LPL Financial
JUNW icon

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

LPL Financial’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 		$8.3M Buy
241,376
+120,016
+99% +$4.1M ﹤0.01% 2317
2026
Q1 		$4.05M Buy
121,360
+1,037
+0.9% +$34.7K ﹤0.01% 2828
2025
Q4 		$4.02M Sell
120,323
-8,769
-7% -$290K ﹤0.01% 2733
2025
Q3 		$4.23M Buy
129,092
+111,014
+614% +$3.59M ﹤0.01% 2620
2025
Q2 		$576K Buy
18,078
+4,837
+37% +$147K ﹤0.01% 4266
2025
Q1 		$394K Buy
13,241
+1,251
+10% +$37.8K ﹤0.01% 4378
2024
Q4 		$360K Buy
11,990
+3,935
+49% +$118K ﹤0.01% 4365
2024
Q3 		$238K Sell
8,055
-4,178
-34% -$121K ﹤0.01% 4605
2024
Q2 		$350K Buy
12,233
+178
+1% +$5K ﹤0.01% 4147
2024
Q1 		$336K Buy
12,055
+4,580
+61% +$126K ﹤0.01% 4112
2023
Q4 		$202K Buy
+7,475
New +$195K ﹤0.01% 4388

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
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

LPL Financial's JUNW Position: Q2 2026 in Review

LPL Financial increased its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 99% in Q2 2026, buying an estimated $4.1M and bringing the position to 241,376 shares worth $8.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2317.

LPL Financial first reported a position in JUNW in Q4 2023 and has held it in 11 quarters since. 80 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

  • LPL Financial held 241,376 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $8.3M as of Q2 2026.
  • LPL Financial bought 120,016 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q2 2026, an estimated $4.1M.
  • AllianzIM U.S. Equity Buffer20 Jun ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2317 holding.
  • LPL Financial first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q4 2023 and has held it in 11 quarters since.
  • 80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.