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
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

AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $2.93B AUM 26.08% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return