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SMART Wealth’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

SMART Wealth’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 		$1.22M Buy
+35,528
New +$1.21M 0.26% 111

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

SMART Wealth's JUNW Position: Q2 2026 in Review

SMART Wealth opened a new position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q2 2026: 35,528 shares worth $1.22M. The stake represents 0.26% of the portfolio and ranks #111 among its holdings.

80 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

  • SMART Wealth held 35,528 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $1.22M as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jun ETF was a new SMART Wealth position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.26% of SMART Wealth's portfolio in Q2 2026, its #111 holding.
  • 80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.