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

Mattson Financial 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
2025
Q2 		– Sell
-14,601
Closed -$434K – 260
2025
Q1 		$434K Buy
+14,601
New +$441K 0.13% 129

Other funds holding JUNW

AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 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
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mattson Financial Services's JUNW Position: Q2 2025 in Review

Mattson Financial Services sold out of AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q2 2025, closing a stake of 14,601 shares — an estimated $434K sold.

Mattson Financial Services first reported a position in JUNW in Q1 2025 and held it in 1 quarter. The position peaked at $434K in Q1 2025. 41 funds tracked by Wall St. Rank hold JUNW as of Q2 2025.

  • Mattson Financial Services reported no remaining AllianzIM U.S. Equity Buffer20 Jun ETF position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 14,601 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q2 2025, an estimated $434K.
  • Mattson Financial Services first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q1 2025 and held it in 1 quarter.
  • Mattson Financial Services's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $434K in Q1 2025.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.