SIS
JUNW icon

Sound Income Strategies’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-186
Closed -$5.18K – 1443
2024
Q1 		$5.18K Buy
+186
New +$5.11K ﹤0.01% 903

Other funds holding JUNW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sound Income Strategies's JUNW Position: Q2 2024 in Review

Sound Income Strategies sold out of AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q2 2024, closing a stake of 186 shares — an estimated $5.18K sold.

Sound Income Strategies first reported a position in JUNW in Q1 2024 and held it in 1 quarter. The position peaked at $5.18K in Q1 2024. 44 funds tracked by Wall St. Rank hold JUNW as of Q2 2024.

  • Sound Income Strategies reported no remaining AllianzIM U.S. Equity Buffer20 Jun ETF position as of Q2 2024 after selling out during the quarter.
  • Sound Income Strategies sold 186 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q2 2024, an estimated $5.18K.
  • Sound Income Strategies first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q1 2024 and held it in 1 quarter.
  • Sound Income Strategies's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $5.18K in Q1 2024.
  • 44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2024.

Based on Sound Income Strategies's 13F filing for Q2 2024, filed 12 Jul 2024.