UBS Group
JUNW icon

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
Q2 		$61.4K Buy
1,785
+1,707
+2,188% +$58.4K ﹤0.01% 7462
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

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

UBS Group's JUNW Position: Q2 2026 in Review

UBS Group increased its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 2,188% in Q2 2026, buying an estimated $58.4K and bringing the position to 1,785 shares worth $61.4K. The position accounts for ﹤0.01% of the portfolio, ranked #7462.

UBS Group first reported a position in JUNW in Q3 2023 and has held it in 11 quarters since. The position peaked at $143K in Q1 2025. 80 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

  • UBS Group held 1,785 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $61.4K as of Q2 2026.
  • UBS Group bought 1,707 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q2 2026, an estimated $58.4K.
  • AllianzIM U.S. Equity Buffer20 Jun ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7462 holding.
  • UBS Group first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q3 2023 and has held it in 11 quarters since.
  • UBS Group's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $143K in Q1 2025.
  • 80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.