SMART Wealth
JUNT icon

SMART Wealth’s AllianzIM U.S. Equity Buffer10 Jun ETF JUNT Stock Holding History

SMART Wealth’s Portfolio JUNT Stock Details JUNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.48M Sell
64,447
-10,389
-14% -$398K 0.5% 66
2026
Q2 		$2.83M Buy
+74,836
New +$2.81M 0.61% 52

Other funds holding JUNT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
FWG Investments
FWG Investments Lexington, Kentucky $208M AUM 12.81% 1-Year Est. Return
FSR Wealth Management
FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
FSA Advisors
FSA Advisors Troy, Michigan $230M AUM 15.24% 1-Year Est. Return
Quest 10 Wealth Builders
Quest 10 Wealth Builders Fuquay-Varina, Virginia $135M AUM 16.01% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
Golden Reserve Retirement
Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

SMART Wealth's JUNT Position: Q3 2026 in Review

SMART Wealth reduced its AllianzIM U.S. Equity Buffer10 Jun ETF (JUNT) stake by 14% in Q3 2026, selling an estimated $398K and leaving 64,447 shares worth $2.48M. The position accounts for 0.5% of the portfolio, ranked #66.

SMART Wealth first reported a position in JUNT in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.83M in Q2 2026. 31 funds tracked by Wall St. Rank hold JUNT as of Q3 2026.

  • SMART Wealth held 64,447 shares of AllianzIM U.S. Equity Buffer10 Jun ETF worth $2.48M as of Q3 2026.
  • SMART Wealth sold 10,389 AllianzIM U.S. Equity Buffer10 Jun ETF shares in Q3 2026, an estimated $398K.
  • AllianzIM U.S. Equity Buffer10 Jun ETF made up 0.5% of SMART Wealth's portfolio in Q3 2026, its #66 holding.
  • SMART Wealth first reported a position in AllianzIM U.S. Equity Buffer10 Jun ETF in Q2 2026 and has held it in 2 quarters since.
  • SMART Wealth's AllianzIM U.S. Equity Buffer10 Jun ETF position peaked at $2.83M in Q2 2026.
  • 31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jun ETF as of Q3 2026.

Based on SMART Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.