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Strategic Blueprint’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Strategic Blueprint’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
Q4 		– Sell
-7,008
Closed -$207K – 684
2024
Q3 		$207K Sell
7,008
-935
-12% -$27K 0.01% 616
2024
Q2 		$227K Buy
+7,943
New +$223K 0.02% 556

Other funds holding JUNW

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Strategic Blueprint's JUNW Position: Q4 2024 in Review

Strategic Blueprint sold out of AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q4 2024, closing a stake of 7,008 shares — an estimated $207K sold.

Strategic Blueprint first reported a position in JUNW in Q2 2024 and held it in 2 quarters. The position peaked at $227K in Q2 2024. 43 funds tracked by Wall St. Rank hold JUNW as of Q4 2024.

  • Strategic Blueprint reported no remaining AllianzIM U.S. Equity Buffer20 Jun ETF position as of Q4 2024 after selling out during the quarter.
  • Strategic Blueprint sold 7,008 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q4 2024, an estimated $207K.
  • Strategic Blueprint first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2024 and held it in 2 quarters.
  • Strategic Blueprint's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $227K in Q2 2024.
  • 43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q4 2024.

Based on Strategic Blueprint's 13F filing for Q4 2024, filed 23 Jan 2025.