Richard W. Paul & Associates’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Richard W. Paul & Associates’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	-199	Closed	-$5.69K	–	515
2024 Q2	$5.69K	Buy	+199	New	+$5.59K	﹤0.01%	336
2023 Q4	–	Sell	-42	Closed	-$1.07K	–	522
2023 Q3	$1.07K	Buy	42 +34	+425%	+$879	﹤0.01%	440
2023 Q2	$206	Buy	+8	New	+$204	﹤0.01%	514

Other funds holding JUNW

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

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

AWM

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

KAS

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

ECA

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

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

AWS

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

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

Richard W. Paul & Associates's JUNW Position: Q3 2024 in Review

Richard W. Paul & Associates sold out of AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q3 2024, closing a stake of 199 shares — an estimated $5.69K sold.

Richard W. Paul & Associates first reported a position in JUNW in Q2 2023 and held it in 3 quarters. The position peaked at $5.69K in Q2 2024. 39 funds tracked by Wall St. Rank hold JUNW as of Q3 2024.

Richard W. Paul & Associates reported no remaining AllianzIM U.S. Equity Buffer20 Jun ETF position as of Q3 2024 after selling out during the quarter.
Richard W. Paul & Associates sold 199 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q3 2024, an estimated $5.69K.
Richard W. Paul & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2023 and held it in 3 quarters.
Richard W. Paul & Associates's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $5.69K in Q2 2024.
39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q3 2024.

Based on Richard W. Paul & Associates's 13F filing for Q3 2024, filed 17 Oct 2024.