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

Montgomery 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
2026
Q2 		$507K Buy
+14,736
New +$504K 0.44% 21

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

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

Montgomery Financial Services opened a new position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q2 2026: 14,736 shares worth $507K. The stake represents 0.44% of the portfolio and ranks #21 among its holdings.

78 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

  • Montgomery Financial Services held 14,736 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $507K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jun ETF was a new Montgomery Financial Services position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.44% of Montgomery Financial Services's portfolio in Q2 2026, its #21 holding.
  • 78 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

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