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WealthPlan Investment Management’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

WealthPlan Investment Management’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
2024
Q3 		– Sell
-163,797
Closed -$4.68M – 254
2024
Q2 		$4.68M Buy
+163,797
New +$4.6M 0.71% 59

Other funds holding JUNW

AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

WealthPlan Investment Management sold out of AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) in Q3 2024, closing a stake of 163,797 shares — an estimated $4.68M sold.

WealthPlan Investment Management first reported a position in JUNW in Q2 2024 and held it in 1 quarter. The position peaked at $4.68M in Q2 2024. 39 funds tracked by Wall St. Rank hold JUNW as of Q3 2024.

  • WealthPlan Investment Management reported no remaining AllianzIM U.S. Equity Buffer20 Jun ETF position as of Q3 2024 after selling out during the quarter.
  • WealthPlan Investment Management sold 163,797 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q3 2024, an estimated $4.68M.
  • WealthPlan Investment Management first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2024 and held it in 1 quarter.
  • WealthPlan Investment Management's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $4.68M in Q2 2024.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q3 2024.

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