TC
JUNW icon

TAGStone Capital’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

TAGStone Capital’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
Q1 		$240K Hold
7,205
– – 0.09% 127
2025
Q4 		$241K Hold
7,205
– – 0.09% 105
2025
Q3 		$236K Hold
7,205
– – 0.09% 105
2025
Q2 		$232K Buy
+7,205
New +$219K 0.1% 107

Other funds holding JUNW

AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

TAGStone Capital's JUNW Position: Q1 2026 in Review

TAGStone Capital held its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) position steady in Q1 2026 at 7,205 shares worth $240K. The position accounts for 0.09% of the portfolio, ranked #127.

TAGStone Capital first reported a position in JUNW in Q2 2025 and has held it in 4 quarters since. The position peaked at $241K in Q4 2025. 38 funds tracked by Wall St. Rank hold JUNW as of Q1 2026.

  • TAGStone Capital held 7,205 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $240K as of Q1 2026.
  • TAGStone Capital left its AllianzIM U.S. Equity Buffer20 Jun ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.09% of TAGStone Capital's portfolio in Q1 2026, its #127 holding.
  • TAGStone Capital first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2025 and has held it in 4 quarters since.
  • TAGStone Capital's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $241K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.