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 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

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

FFA

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

LPL Financial's JUNW Position: Q1 2026 in Review

LPL Financial increased its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 0.86% in Q1 2026, buying an estimated $34.7K and bringing the position to 121,360 shares worth $4.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2828.

LPL Financial first reported a position in JUNW in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.23M in Q3 2025. 38 funds tracked by Wall St. Rank hold JUNW as of Q1 2026.

LPL Financial held 121,360 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $4.05M as of Q1 2026.
LPL Financial bought 1,037 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q1 2026, an estimated $34.7K.
AllianzIM U.S. Equity Buffer20 Jun ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2828 holding.
LPL Financial first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q4 2023 and has held it in 10 quarters since.
LPL Financial's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $4.23M in Q3 2025.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.