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

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

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. 48 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.
48 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.