Osaic Holdings
JUNW icon

Osaic Holdings’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Osaic Holdings’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 		$6.98M Buy
203,050
+100,738
+98% +$3.44M 0.01% 1278
2026
Q1 		$3.41M Sell
102,312
-12,734
-11% -$427K 0.01% 1626
2025
Q4 		$3.84M Sell
115,046
-21,882
-16% -$723K 0.01% 1581
2025
Q3 		$4.46M Sell
136,928
-4,732
-3% -$153K 0.01% 1562
2025
Q2 		$4.51M Buy
141,660
+20,221
+17% +$614K 0.01% 1321
2025
Q1 		$3.61M Sell
121,439
-9,204
-7% -$278K 0.01% 1240
2024
Q4 		$3.92M Sell
130,643
-1,181
-0.9% -$35.3K 0.01% 1177
2024
Q3 		$3.9M Sell
131,824
-3,905
-3% -$113K 0.01% 1211
2024
Q2 		$3.88M Buy
135,729
+94,990
+233% +$2.67M 0.01% 1172
2024
Q1 		$1.13M Buy
40,739
+1,216
+3% +$33.4K ﹤0.01% 2213
2023
Q4 		$1.07M Sell
39,523
-18,826
-32% -$492K ﹤0.01% 2445
2023
Q3 		$1.49M Buy
58,349
+7,300
+14% +$189K ﹤0.01% 2263
2023
Q2 		$1.32M Buy
+51,049
New +$1.3M ﹤0.01% 2237

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
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
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

Osaic Holdings's JUNW Position: Q2 2026 in Review

Osaic Holdings increased its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 98% in Q2 2026, buying an estimated $3.44M and bringing the position to 203,050 shares worth $6.98M. The position accounts for 0.01% of the portfolio, ranked #1278.

Osaic Holdings first reported a position in JUNW in Q2 2023 and has held it in 13 quarters since. 80 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

  • Osaic Holdings held 203,050 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $6.98M as of Q2 2026.
  • Osaic Holdings bought 100,738 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q2 2026, an estimated $3.44M.
  • AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1278 holding.
  • Osaic Holdings first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2023 and has held it in 13 quarters since.
  • 80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.