WealthGarden F.S.’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

WealthGarden F.S.’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	$241K	Sell	7,011 -17	-0.2%	-$581	0.14%	162
2026 Q1	$234K	Hold	7,028	–	–	0.16%	148
2025 Q4	$236K	Sell	7,028 -15	-0.2%	-$495	0.16%	143
2025 Q3	$232K	Sell	7,043 -153	-2%	-$4.95K	0.17%	138
2025 Q2	$231K	Sell	7,196 -215	-3%	-$6.52K	0.19%	123
2025 Q1	$220K	Sell	7,411 -54	-0.7%	-$1.63K	0.21%	117
2024 Q4	$224K	Sell	7,465 -56	-0.7%	-$1.67K	0.21%	112
2024 Q3	$223K	Sell	7,521 -47	-0.6%	-$1.36K	0.22%	112
2024 Q2	$216K	Buy	+7,568	New	+$213K	0.23%	109

Other funds holding JUNW

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 14.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $172M AUM

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

WealthGarden F.S.'s JUNW Position: Q2 2026 in Review

WealthGarden F.S. reduced its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 0.24% in Q2 2026, selling an estimated $581 and leaving 7,011 shares worth $241K. The position accounts for 0.14% of the portfolio, ranked #162.

WealthGarden F.S. first reported a position in JUNW in Q2 2024 and has held it in 9 quarters since. 36 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

WealthGarden F.S. held 7,011 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $241K as of Q2 2026.
WealthGarden F.S. sold 17 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q2 2026, an estimated $581.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.14% of WealthGarden F.S.'s portfolio in Q2 2026, its #162 holding.
WealthGarden F.S. first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2024 and has held it in 9 quarters since.
36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.