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
2026 Q2	$4.25M	Buy	+123,684	New	+$4.23M	0.92%	20
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

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 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 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Outlook Wealth Advisors's JUNW Position: Q2 2026 in Review

Outlook Wealth Advisors opened a new position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q2 2026: 123,684 shares worth $4.25M. The stake represents 0.92% of the portfolio and ranks #20 among its holdings. This is a return to the name: Outlook Wealth Advisors previously reported a position in JUNW as recently as Q2 2024.

Outlook Wealth Advisors first reported a position in JUNW in Q2 2023 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

Outlook Wealth Advisors held 123,684 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $4.25M as of Q2 2026.
AllianzIM U.S. Equity Buffer20 Jun ETF was a new Outlook Wealth Advisors position in Q2 2026.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.92% of Outlook Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Outlook Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2023 and has held it in 5 quarters since.
80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.