Advus Financial Partners, LLC’s AllianzIM U.S. Equity Buffer20 Jun ETF JUNW Stock Holding History

Advus Financial Partners, LLC’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	$370K	Buy	10,756 +400	+4%	+$13.7K	0.08%	166
2026 Q1	$345K	Sell	10,356 -1,391	-12%	-$46.6K	0.09%	167
2025 Q4	$392K	Hold	11,747	–	–	0.1%	151
2025 Q3	$385K	Sell	11,747 -200	-2%	-$6.47K	0.09%	158
2025 Q2	$381K	Buy	11,947 +346	+3%	+$10.5K	0.1%	155
2025 Q1	$345K	Sell	11,601 -1,564	-12%	-$47.2K	0.1%	155
2024 Q4	$395K	Sell	13,165 -11,250	-46%	-$336K	0.11%	126
2024 Q3	$722K	Buy	24,415 +1,900	+8%	+$55K	0.21%	73
2024 Q2	$644K	Buy	+22,515	New	+$633K	0.2%	73

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 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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Advus Financial Partners, LLC's JUNW Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) stake by 3.9% in Q2 2026, buying an estimated $13.7K and bringing the position to 10,756 shares worth $370K. The position accounts for 0.08% of the portfolio, ranked #166.

Advus Financial Partners, LLC first reported a position in JUNW in Q2 2024 and has held it in 9 quarters since. The position peaked at $722K in Q3 2024. 80 funds tracked by Wall St. Rank hold JUNW as of Q2 2026.

Advus Financial Partners, LLC held 10,756 shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $370K as of Q2 2026.
Advus Financial Partners, LLC bought 400 AllianzIM U.S. Equity Buffer20 Jun ETF shares in Q2 2026, an estimated $13.7K.
AllianzIM U.S. Equity Buffer20 Jun ETF made up 0.08% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #166 holding.
Advus Financial Partners, LLC first reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF in Q2 2024 and has held it in 9 quarters since.
Advus Financial Partners, LLC's AllianzIM U.S. Equity Buffer20 Jun ETF position peaked at $722K in Q3 2024.
80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jun ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.