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Silver Oak Securities’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Silver Oak Securities’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
-17,596
Closed -$561K – 794
2025
Q2 		$561K Buy
+17,596
New +$534K 0.05% 378

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

Silver Oak Securities's JUNW Position: Q3 2025 in Review

Silver Oak Securities sold out of AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q3 2025, closing a stake of 17,596 shares — an estimated $561K sold.

Silver Oak Securities first reported a position in JUNW in Q2 2025 and held it in 1 quarter. The position peaked at $561K in Q2 2025. 36 funds tracked by Wall St. Rank hold JUNW as of Q3 2025.

  • Silver Oak Securities reported no remaining AllianzIM U.S. Equity Buffer20 Jun ETF position as of Q3 2025 after selling out during the quarter.
  • Silver Oak Securities sold 17,596 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q3 2025, an estimated $561K.
  • Silver Oak Securities first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2025 and held it in 1 quarter.
  • Silver Oak Securities's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $561K in Q2 2025.
  • 36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q3 2025.

Based on Silver Oak Securities's 13F filing for Q3 2025, filed 21 Oct 2025.