Sugar Maple Asset Management’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Sugar Maple Asset 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
2025 Q1	–	Sell	-7,686	Closed	-$231K	–	272
2024 Q4	$231K	Hold	7,686	–	–	0.18%	58
2024 Q3	$227K	Hold	7,686	–	–	0.2%	55
2024 Q2	$220K	Hold	7,686	–	–	0.21%	52
2024 Q1	$214K	Buy	+7,686	New	+$211K	0.21%	51

Other funds holding JUNW

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sugar Maple Asset Management's JUNW Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q1 2025, closing a stake of 7,686 shares — an estimated $231K sold.

Sugar Maple Asset Management first reported a position in JUNW in Q1 2024 and held it in 4 quarters. The position peaked at $231K in Q4 2024. 40 funds tracked by Wall St. Rank hold JUNW as of Q1 2025.

Sugar Maple Asset Management reported no remaining AllianzIM U.S. Equity Buffer20 Jun ETF position as of Q1 2025 after selling out during the quarter.
Sugar Maple Asset Management sold 7,686 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q1 2025, an estimated $231K.
Sugar Maple Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q1 2024 and held it in 4 quarters.
Sugar Maple Asset Management's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $231K in Q4 2024.
40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.