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Stonebridge Financial Group (Missouri)’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Stonebridge Financial Group (Missouri)’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 		$650K Buy
18,887
+6,087
+48% +$208K 0.43% 56
2026
Q1 		$427K Hold
12,800
– – 0.36% 73
2025
Q4 		$427K Buy
+12,800
New +$423K 0.37% 69

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

Stonebridge Financial Group (Missouri)'s JUNW Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) increased its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 48% in Q2 2026, buying an estimated $208K and bringing the position to 18,887 shares worth $650K. The position accounts for 0.43% of the portfolio, ranked #56.

Stonebridge Financial Group (Missouri) first reported a position in JUNW in Q4 2025 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

  • Stonebridge Financial Group (Missouri) held 18,887 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $650K as of Q2 2026.
  • Stonebridge Financial Group (Missouri) bought 6,087 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q2 2026, an estimated $208K.
  • AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.43% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #56 holding.
  • Stonebridge Financial Group (Missouri) first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q4 2025 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.