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Park Square Financial Group’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Park Square Financial 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
2025
Q3 		– Sell
-786
Closed -$25K – 639
2025
Q2 		$25K Hold
786
– – 0.02% 417
2025
Q1 		$23.4K Buy
+786
New +$23.7K 0.02% 404

Other funds holding JUNW

AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECA
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Park Square Financial Group's JUNW Position: Q3 2025 in Review

Park Square Financial Group sold out of AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q3 2025, closing a stake of 786 shares — an estimated $25K sold.

Park Square Financial Group first reported a position in JUNW in Q1 2025 and held it in 2 quarters. The position peaked at $25K in Q2 2025. 36 funds tracked by Wall St. Rank hold JUNW as of Q3 2025.

  • Park Square Financial Group reported no remaining AllianzIM U.S. Equity Buffer20 Jun ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 786 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q3 2025, an estimated $25K.
  • Park Square Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q1 2025 and held it in 2 quarters.
  • Park Square Financial Group's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $25K in Q2 2025.
  • 36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.