Outlook Wealth Advisors’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Outlook Wealth Advisors’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 Q3	–	Sell	-258,909	Closed	-$1.27M	–	266
2024 Q2	$1.27M	Buy	+258,909	New	+$7.28M	0.4%	48
2024 Q1	–	Sell	-84,181	Closed	-$2.27M	–	271
2023 Q4	$2.27M	Buy	84,181 +45,821	+119%	+$1.2M	0.8%	27
2023 Q3	$980K	Buy	38,360 +1,232	+3%	+$31.8K	0.37%	60
2023 Q2	$957K	Buy	+37,128	New	+$946K	0.36%	62

Other funds holding JUNW

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return