UBS Group’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

UBS Group’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	$2.6K	Sell	78 -737	-90%	-$24.7K	﹤0.01%	9237
2025 Q4	$27.2K	Sell	815 -619	-43%	-$20.4K	﹤0.01%	7586
2025 Q3	$47K	Buy	+1,434	New	+$46.4K	﹤0.01%	7605
2025 Q2	–	Sell	-4,818	Closed	-$143K	–	10563
2025 Q1	$143K	Buy	4,818 +2,819	+141%	+$85.1K	﹤0.01%	6773
2024 Q4	$60K	Buy	1,999 +1,373	+219%	+$41K	﹤0.01%	7184
2024 Q3	$18.5K	Sell	626 -632	-50%	-$18.3K	﹤0.01%	7414
2024 Q2	$36K	Buy	1,258 +1,195	+1,897%	+$33.6K	﹤0.01%	6942
2024 Q1	$1.75K	Sell	63 -247	-80%	-$6.78K	﹤0.01%	8055
2023 Q4	$8.38K	Sell	310 -3,171	-91%	-$82.9K	﹤0.01%	7564
2023 Q3	$89K	Buy	+3,481	New	+$90K	﹤0.01%	5905

Other funds holding JUNW

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

UBS Group's JUNW Position: Q1 2026 in Review

UBS Group reduced its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 90% in Q1 2026, selling an estimated $24.7K and leaving 78 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #9237.

UBS Group first reported a position in JUNW in Q3 2023 and has held it in 10 quarters since. The position peaked at $143K in Q1 2025. 38 funds tracked by Wall St. Rank hold JUNW as of Q1 2026.

UBS Group held 78 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $2.6K as of Q1 2026.
UBS Group sold 737 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q1 2026, an estimated $24.7K.
AllianzIM U.S. Equity Buffer20 Jun ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9237 holding.
UBS Group first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q3 2023 and has held it in 10 quarters since.
UBS Group's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $143K in Q1 2025.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.