TAGStone Capital
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
Q3 		$251K Hold
7,205
– – 0.08% 127
2026
Q2 		$248K Hold
7,205
– – 0.08% 126
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

Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
Access Financial Services
Access Financial Services Minneapolis, Minnesota $300M AUM 11.91% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
FSR Wealth Management
FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

TAGStone Capital's JUNW Position: Q3 2026 in Review

TAGStone Capital held its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) position steady in Q3 2026 at 7,205 shares worth $251K. The position accounts for 0.08% of the portfolio, ranked #127.

TAGStone Capital first reported a position in JUNW in Q2 2025 and has held it in 6 quarters since. 65 funds tracked by Wall St. Rank hold JUNW as of Q3 2026.

  • TAGStone Capital held 7,205 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $251K as of Q3 2026.
  • TAGStone Capital left its AllianzIM U.S. Equity Buffer20 Jun ETF share count unchanged in Q3 2026.
  • AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.08% of TAGStone Capital's portfolio in Q3 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 6 quarters since.
  • 65 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q3 2026.

Based on TAGStone Capital's 13F filing for Q3 2026, filed 9 Nov 2026.