OLVIG
JUNW icon

Oliver Lagore Vanvalin Investment Group’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q1 		– Sell
-424
Closed -$11.5K – 788
2023
Q4 		$11.5K Sell
424
-271
-39% -$7.08K ﹤0.01% 391
2023
Q3 		$17.8K Sell
695
-2,237
-76% -$57.8K 0.01% 355
2023
Q2 		$75.5K Buy
+2,932
New +$74.7K 0.03% 204

Other funds holding JUNW

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's JUNW Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q1 2024, closing a stake of 424 shares — an estimated $11.5K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in JUNW in Q2 2023 and held it in 3 quarters. The position peaked at $75.5K in Q2 2023. 20 funds tracked by Wall St. Rank hold JUNW as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining AllianzIM U.S. Equity Buffer20 Jun ETF position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 424 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q1 2024, an estimated $11.5K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2023 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $75.5K in Q2 2023.
  • 20 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.