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JUNT icon

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

Nvest Financial’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 		$938K Buy
24,818
+6,366
+35% +$239K 0.3% 74
2026
Q1 		$663K Sell
18,452
-744
-4% -$27.1K 0.25% 79
2025
Q4 		$698K Buy
19,196
+3,897
+25% +$140K 0.29% 68
2025
Q3 		$544K Sell
15,299
-3,897
-20% -$136K 0.31% 65
2025
Q2 		$654K Buy
19,196
+994
+5% +$32K 0.34% 61
2025
Q1 		$575K Sell
18,202
-509
-3% -$16.5K 0.31% 63
2024
Q4 		$605K Sell
18,711
-391
-2% -$12.6K 0.31% 73
2024
Q3 		$605K Buy
19,102
+860
+5% +$26.5K 0.35% 63
2024
Q2 		$556K Buy
+18,242
New +$541K 0.34% 56

Other funds holding JUNT

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FI
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
RB
Richmond Brothers Jackson, Michigan $192M AUM 23.02% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return

Nvest Financial's JUNT Position: Q2 2026 in Review

Nvest Financial increased its AllianzIM U.S. Equity Buffer10 Jun ETF (JUNT) stake by 35% in Q2 2026, buying an estimated $239K and bringing the position to 24,818 shares worth $938K. The position accounts for 0.3% of the portfolio, ranked #74.

Nvest Financial first reported a position in JUNT in Q2 2024 and has held it in 9 quarters since. 34 funds tracked by Wall St. Rank hold JUNT as of Q2 2026.

  • Nvest Financial held 24,818 shares of AllianzIM U.S. Equity Buffer10 Jun ETF worth $938K as of Q2 2026.
  • Nvest Financial bought 6,366 AllianzIM U.S. Equity Buffer10 Jun ETF shares in Q2 2026, an estimated $239K.
  • AllianzIM U.S. Equity Buffer10 Jun ETF made up 0.3% of Nvest Financial's portfolio in Q2 2026, its #74 holding.
  • Nvest Financial first reported a position in AllianzIM U.S. Equity Buffer10 Jun ETF in Q2 2024 and has held it in 9 quarters since.
  • 34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jun ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.