McAdam LLC’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

McAdam LLC’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 Q3	$264K	Buy	+7,573	New	+$263K	0.01%	417

Other funds holding JUNW

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return

IWMO

Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return

Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

McAdam LLC's JUNW Position: Q3 2026 in Review

McAdam LLC opened a new position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q3 2026: 7,573 shares worth $264K. The stake represents 0.01% of the portfolio and ranks #417 among its holdings.

27 funds tracked by Wall St. Rank hold JUNW as of Q3 2026.

McAdam LLC held 7,573 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $264K as of Q3 2026.
AllianzIM U.S. Equity Buffer20 Jun ETF was a new McAdam LLC position in Q3 2026.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #417 holding.
27 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.