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WealthPLAN Partners’s AllianzIM U.S. Equity Buffer10 Jun ETF JUNT Stock Holding History

WealthPLAN Partners’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
-123,942
Closed -$3.77M – 278
2024
Q2 		$3.77M Buy
+123,942
New +$3.67M 0.41% 74

Other funds holding JUNT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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 $316M AUM 29.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $209M AUM 21.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthPLAN Partners's JUNT Position: Q3 2024 in Review

WealthPLAN Partners sold out of AllianzIM U.S. Equity Buffer10 Jun ETF (JUNT) in Q3 2024, closing a stake of 123,942 shares — an estimated $3.77M sold.

WealthPLAN Partners first reported a position in JUNT in Q2 2024 and held it in 1 quarter. The position peaked at $3.77M in Q2 2024. 14 funds tracked by Wall St. Rank hold JUNT as of Q3 2024.

  • WealthPLAN Partners reported no remaining AllianzIM U.S. Equity Buffer10 Jun ETF position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 123,942 AllianzIM U.S. Equity Buffer10 Jun ETF shares in Q3 2024, an estimated $3.77M.
  • WealthPLAN Partners first reported a position in AllianzIM U.S. Equity Buffer10 Jun ETF in Q2 2024 and held it in 1 quarter.
  • WealthPLAN Partners's AllianzIM U.S. Equity Buffer10 Jun ETF position peaked at $3.77M 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 Partners's 13F filing for Q3 2024, filed 5 Nov 2024.