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WealthPlan Investment Management’s AllianzIM U.S. Equity Buffer10 Jun ETF JUNT Stock Holding History

WealthPlan Investment Management’s Portfolio JUNT Stock Details JUNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-203,706
Closed -$6.2M – 253
2024
Q2 		$6.2M Buy
+203,706
New +$6.04M 0.94% 44

Other funds holding JUNT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $185M AUM 18.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WealthPlan Investment Management's JUNT Position: Q3 2024 in Review

WealthPlan Investment Management sold out of AllianzIM U.S. Equity Buffer10 Jun ETF (JUNT) in Q3 2024, closing a stake of 203,706 shares — an estimated $6.2M sold.

WealthPlan Investment Management first reported a position in JUNT in Q2 2024 and held it in 1 quarter. The position peaked at $6.2M in Q2 2024. 14 funds tracked by Wall St. Rank hold JUNT as of Q3 2024.

  • WealthPlan Investment Management reported no remaining AllianzIM U.S. Equity Buffer10 Jun ETF position as of Q3 2024 after selling out during the quarter.
  • WealthPlan Investment Management sold 203,706 AllianzIM U.S. Equity Buffer10 Jun ETF shares in Q3 2024, an estimated $6.2M.
  • WealthPlan Investment Management first reported a position in AllianzIM U.S. Equity Buffer10 Jun ETF in Q2 2024 and held it in 1 quarter.
  • WealthPlan Investment Management's AllianzIM U.S. Equity Buffer10 Jun ETF position peaked at $6.2M in Q2 2024.
  • 14 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jun ETF as of Q3 2024.

Based on WealthPlan Investment Management's 13F filing for Q3 2024, filed 5 Nov 2024.