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

Spire Wealth Management’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 		$2.4M Buy
69,837
+31,836
+84% +$1.09M 0.07% 240
2026
Q1 		$1.27M Sell
38,001
-13,963
-27% -$468K 0.04% 348
2025
Q4 		$1.74M Sell
51,964
-3,457
-6% -$114K 0.06% 283
2025
Q3 		$1.82M Sell
55,421
-538
-1% -$17.4K 0.06% 256
2025
Q2 		$1.28M Buy
55,959
+29,039
+108% +$881K 0.05% 317
2025
Q1 		$800K Sell
26,920
-7,550
-22% -$228K 0.03% 454
2024
Q4 		$1.04M Buy
+34,470
New +$1.03M 0.03% 385

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

Spire Wealth Management's JUNW Position: Q2 2026 in Review

Spire Wealth Management increased its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 84% in Q2 2026, buying an estimated $1.09M and bringing the position to 69,837 shares worth $2.4M. The position accounts for 0.07% of the portfolio, ranked #240.

Spire Wealth Management first reported a position in JUNW in Q4 2024 and has held it in 7 quarters since. 80 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

  • Spire Wealth Management held 69,837 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $2.4M as of Q2 2026.
  • Spire Wealth Management bought 31,836 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q2 2026, an estimated $1.09M.
  • AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.07% of Spire Wealth Management's portfolio in Q2 2026, its #240 holding.
  • Spire Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q4 2024 and has held it in 7 quarters since.
  • 80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.