Montgomery Financial Services’s AllianzIM U.S. Equity Buffer10 Jun ETF JUNT Stock Holding History

Montgomery Financial Services’s Portfolio JUNT Stock Details JUNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.38K	Buy	+63	New	+$2.37K	﹤0.01%	261

Other funds holding JUNT

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Richmond Brothers Jackson, Michigan $192M AUM 23.02% 1-Year Est. Return

Montgomery Financial Services's JUNT Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in AllianzIM U.S. Equity Buffer10 Jun ETF (JUNT) in Q2 2026: 63 shares worth $2.38K. The stake represents ﹤0.01% of the portfolio and ranks #261 among its holdings.

47 funds tracked by Wall St. Rank hold JUNT as of Q2 2026.

Montgomery Financial Services held 63 shares of AllianzIM U.S. Equity Buffer10 Jun ETF worth $2.38K as of Q2 2026.
AllianzIM U.S. Equity Buffer10 Jun ETF was a new Montgomery Financial Services position in Q2 2026.
AllianzIM U.S. Equity Buffer10 Jun ETF made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #261 holding.
47 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jun ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.