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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
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

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

TAGStone Capital's JUNW Position: Q2 2026 in Review

TAGStone Capital held its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) position steady in Q2 2026 at 7,205 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #126.

TAGStone Capital first reported a position in JUNW in Q2 2025 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

  • TAGStone Capital held 7,205 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $248K as of Q2 2026.
  • TAGStone Capital left its AllianzIM U.S. Equity Buffer20 Jun ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.08% of TAGStone Capital's portfolio in Q2 2026, its #126 holding.
  • TAGStone Capital first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2025 and has held it in 5 quarters since.
  • 80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.