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Moors & Cabot’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Moors & Cabot’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
2024
Q4 		– Sell
-6,880
Closed -$204K – 911
2024
Q3 		$204K Buy
+6,880
New +$199K 0.01% 797

Other funds holding JUNW

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Moors & Cabot's JUNW Position: Q4 2024 in Review

Moors & Cabot sold out of AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q4 2024, closing a stake of 6,880 shares — an estimated $204K sold.

Moors & Cabot first reported a position in JUNW in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 43 funds tracked by Wall St. Rank hold JUNW as of Q4 2024.

  • Moors & Cabot reported no remaining AllianzIM U.S. Equity Buffer20 Jun ETF position as of Q4 2024 after selling out during the quarter.
  • Moors & Cabot sold 6,880 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q4 2024, an estimated $204K.
  • Moors & Cabot first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q3 2024 and held it in 1 quarter.
  • Moors & Cabot's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $204K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q4 2024.

Based on Moors & Cabot's 13F filing for Q4 2024, filed 7 Feb 2025.