Go Pro
→ Rickards Predicts: Trump to buy tiny $2 stock? (From Paradigm Press) (Ad)tc pixel Free JUNW Stock Alerts

AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) Institutional Ownership

$35.12 +0.24 (+0.69%)
As of 09/3/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Equity Buffer20 Jun ETF (BATS:JUNW)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$19.33M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$5.73M
Get JUNW Insider Trade Alerts

Want to know when executives and insiders are buying or selling AllianzIM U.S. Equity Buffer20 Jun ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

JUNW Institutional Buying and Selling by Quarter

AllianzIM U.S. Equity Buffer20 Jun ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/25/2026 Advus Financial Partners LLC10,756$370K0.1%+3.9%0.100%
8/23/2026 Kintra Wealth LLC6,545$229K0.0%N/A0.061%
8/23/2026 Aspire Capital Advisors LLC47,814$1.64M0.3%+307.8%0.443%
8/23/2026 POM Investment Strategies LLC232,763$8.01M9.1%N/A2.155%
8/22/2026 Montgomery Financial Services LLC14,736$507K0.4%N/A0.136%
8/22/2026 Jim Saulnier & Associates LLC16,605$571K0.3%-14.3%0.154%
8/22/2026 SMART Wealth LLC35,528$1.22M0.3%N/A0.329%
7/9/2026 Focus Financial Network Inc.23,435$806K0.0%+117.3%0.221%
7/8/2026 First Heartland Consultants Inc.15,657$538K0.0%N/A0.148%
7/8/2026 Castle Rock Wealth Management LLC17,591$604K0.1%+48.9%0.166%
5/7/2026 American Asset Management Inc.172,754$5.76M5.0%-1.3%9.872%
5/6/2026 Independent Financial Group LLC6,850$228K0.0%N/A0.391%
4/30/2026 Elevated Capital Advisors LLC2,370$79K0.0%-97.3%0.135%
4/30/2026 Kestra Advisory Services LLC68,747$2.29M0.0%-12.7%3.928%
4/27/2026 World Investment Advisors18,900$630K0.0%-18.9%1.080%
3/13/2026 World Investment Advisors23,309$778K0.0%N/A1.214%
2/18/2026 OLD Mission Capital LLC32,943$1.10M0.0%+5.3%1.716%
2/17/2026 Cetera Investment Advisers83,453$2.79M0.0%-5.8%4.347%
2/17/2026 Osaic Holdings Inc.115,046$3.84M0.0%-16.0%5.992%
2/13/2026 Kestra Advisory Services LLC78,779$2.63M0.0%+19.8%4.103%
2/13/2026Allianz SE5,000$167K0.0%N/A0.260%
2/12/2026 Commonwealth Equity Services LLC129,259$4.32M0.0%-0.7%6.732%
2/11/2026 LPL Financial LLC120,323$4.02M0.0%-6.8%6.267%
2/11/2026Allianz Investment Management LLC111,911$3.74M2.3%N/A5.829%
2/9/2026 Harbour Investments Inc.23,401$781K0.0%-15.3%1.219%
2/6/2026 Lloyd Advisory Services LLC.6,054$202K0.1%N/A0.315%
2/4/2026 Stonebridge Financial Group LLC MO12,800$427K0.4%N/A0.667%
2/4/2026 World Investment Advisors23,309$778K0.0%N/A1.214%
2/2/2026 Grantvest Financial Group LLC20,735$692K0.4%-3.7%1.080%
1/27/2026 Elevated Capital Advisors LLC86,915$2.90M0.7%-4.0%4.527%
1/14/2026 Spire Wealth Management51,964$1.74M0.1%-6.2%2.706%
1/12/2026 Focus Financial Network Inc.10,783$360K0.0%-26.4%0.562%
1/7/2026 American Asset Management Inc.174,985$5.84M5.0%-1.5%9.114%
11/17/2025 Susquehanna International Group LLP37,635$1.23M0.0%+1.0%1.960%
11/14/2025 Raymond James Financial Inc.51,451$1.69M0.0%+8.1%2.680%
11/10/2025 First Heartland Consultants Inc.9,075$298K0.0%-5.8%0.473%
11/6/2025 Aspire Capital Advisors LLC13,021$427K0.1%-11.0%0.678%
11/5/2025 American Asset Management Inc.177,572$5.82M5.2%-0.9%9.249%
11/4/2025 Grantvest Financial Group LLC21,525$706K0.5%-3.7%1.121%
11/3/2025 AE Wealth Management LLC8,501$279K0.0%-39.2%0.443%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
10/23/2025 Spire Wealth Management55,421$1.82M0.1%-1.0%2.842%
10/20/2025 Joseph P. Lucia & Associates LLC10,355$339K0.1%-16.6%0.518%
9/4/2025 Osaic Holdings Inc.141,660$4.51M0.0%+16.7%7.083%
8/29/2025 Centaurus Financial Inc.18,585$592K0.0%-5.4%0.929%
8/14/2025 Jane Street Group LLC9,391$299K0.0%N/A0.470%
8/14/2025 Raymond James Financial Inc.47,595$1.52M0.0%+17.4%2.380%
8/12/2025 American Asset Management Inc.179,274$5.71M5.3%-1.0%8.964%
8/12/2025 Global Retirement Partners LLC17,940$572K0.0%N/A0.897%
8/8/2025 Cetera Investment Advisers79,233$2.53M0.0%+24.6%3.962%
8/7/2025 PFG Advisors10,692$341K0.0%+3.3%0.535%
8/6/2025 AE Wealth Management LLC13,976$445K0.0%+8.3%0.699%
8/4/2025 Jim Saulnier & Associates LLC19,376$617K0.4%+66.5%0.969%
8/4/2025 Creative Financial Designs Inc. ADV1,110$35K0.0%N/A0.056%
8/4/2025 Spire Wealth Management55,959$1.78M0.1%+107.9%2.798%
8/4/2025 Barnes Dennig Private Wealth Management LLC15,809$504K0.6%N/A0.790%
8/1/2025 Envestnet Asset Management Inc.14,251$454K0.0%+33.9%0.713%
7/29/2025 Joseph P. Lucia & Associates LLC12,411$395K0.2%N/A0.621%
7/28/2025 Harbour Investments Inc.31,368$999K0.0%+6.5%1.568%
7/25/2025Atria Wealth Solutions Inc.59,840$1.91M0.0%+51.6%2.992%
7/23/2025 Castle Rock Wealth Management LLC11,816$379K0.1%-5.7%0.591%
7/15/2025 Aspire Capital Advisors LLC14,625$466K0.1%N/A0.713%
7/11/2025 Farther Finance Advisors LLC35,450$1.13M0.0%+826.6%1.729%
7/11/2025 Silver Oak Securities Incorporated17,596$561K0.0%-34.6%0.858%
7/10/2025 Focus Financial Network Inc.14,652$467K0.0%+25.5%0.715%
5/22/2025Mattson Financial Services LLC14,601$434K0.1%N/A0.896%
5/14/2025Kestra Advisory Services LLC50,161$1.49M0.0%-26.0%2.986%
5/8/2025Harbour Investments Inc.29,465$876K0.0%-36.4%1.754%
5/8/2025Grantvest Financial Group LLC23,533$700K0.6%-5.4%1.401%
5/7/2025American Asset Management Inc.180,995$5.38M5.4%-2.9%10.774%
5/6/2025Cetera Investment Advisers63,568$1.89M0.0%-7.6%3.784%
5/6/2025AE Wealth Management LLC12,905$384K0.0%-16.6%0.768%
5/6/2025PFG Advisors10,346$308K0.0%-11.4%0.616%
4/29/2025Silver Oak Securities Incorporated26,901$747K0.1%N/A1.601%
4/24/2025Elevated Capital Advisors LLC107,104$3.18M0.9%+6.8%3.455%
4/23/2025Spire Wealth Management26,920$800K0.0%-21.9%0.868%
4/21/2025Silver Oak Securities Incorporated26,901$747K0.1%N/A0.868%
4/9/2025Paladin Wealth LLC14,157$421K0.4%-40.7%0.457%
4/9/2025Gradient Investments LLC1,456,177$43.30M0.9%+2.1%46.973%
4/9/2025NBC Securities Inc.5,103$151K0.0%+101,960.0%0.165%
3/5/2025Castle Rock Wealth Management LLC12,524$383K0.1%-9.0%0.404%
2/18/2025First Heartland Consultants Inc.9,568$287K0.0%-4.0%1.196%
2/17/2025Cetera Investment Advisers68,826$2.07M0.0%+14.4%8.603%
2/17/2025Citadel Advisors LLC18,438$554K0.0%N/A2.305%
2/14/2025Mercer Global Advisors Inc. ADV7,902$237K0.0%N/A0.988%
2/14/2025Jane Street Group LLC12,932$388K0.0%-43.1%1.617%
2/13/2025Raymond James Financial Inc.41,309$1.24M0.0%N/A5.164%
2/13/2025Envestnet Asset Management Inc.6,811$205K0.0%-35.6%0.851%
2/12/2025OLD Mission Capital LLC22,953$689K0.0%-51.4%2.869%
2/11/2025Grantvest Financial Group LLC24,866$747K0.8%N/A3.108%
2/11/2025LPL Financial LLC11,990$360K0.0%+48.9%1.499%
A Simple Guide to Options Trading While It's Still Free (Ad)

A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe calls it The 10-Minute Guide to Start Trading Options Today, built to help you open your first options trade with less capital than buying shares outright.tc pixel

Download your free copy of Options Trading Made Simple before it's gone
2/10/2025Harbour Investments Inc.46,293$1.39M0.0%-23.0%5.787%
2/10/2025Commonwealth Equity Services LLC138,054$4.15M0.0%-0.7%17.257%
2/7/2025PFG Advisors11,677$351K0.0%-48.5%1.460%
2/6/2025Raymond James Financial Inc.41,309$1.24M0.0%N/A5.164%
2/4/2025Brown Financial Advisors16,087$483K0.2%N/A2.011%
2/4/2025Wealthgarden F.S. LLC7,465$224K0.2%N/A0.933%
1/31/2025Global Retirement Partners LLC17,940$539K0.0%N/A2.243%
1/31/2025Atria Wealth Solutions Inc.39,644$1.19M0.0%-28.9%4.956%
1/29/2025Paladin Wealth LLC23,862$717K0.6%N/A2.983%
1/24/2025Spire Wealth Management34,470$1.04M0.0%N/A4.309%


JUNW Institutional Ownership - Frequently Asked Questions

During the previous two years, 52 institutional investors and hedge funds held shares of AllianzIM U.S. Equity Buffer20 Jun ETF. The most heavily invested institutionals were Gradient Investments LLC ($43.30M), POM Investment Strategies LLC ($8.01M), American Asset Management Inc. ($5.76M), Commonwealth Equity Services LLC ($4.32M), LPL Financial LLC ($4.02M), Osaic Holdings Inc. ($3.84M), and Allianz Investment Management LLC ($3.74M).Learn more on AllianzIM U.S. Equity Buffer20 Jun ETF's institutional investors.

Of the 49 institutional investors that purchased AllianzIM U.S. Equity Buffer20 Jun ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($1.46M), POM Investment Strategies LLC ($232.76K), Allianz Investment Management LLC ($111.91K), Elevated Capital Advisors LLC ($107.10K), Raymond James Financial Inc. ($93.52K), Spire Wealth Management ($63.51K), and Silver Oak Securities Incorporated ($53.80K).

Institutional investors have bought a total of 568,299 shares in the last 24 months. This purchase volume represents approximately $19.33M in transactions.

Of the 17 institutional investors that sold AllianzIM U.S. Equity Buffer20 Jun ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Elevated Capital Advisors LLC ($88.13K), Osaic Holdings Inc. ($21.88K), Kestra Advisory Services LLC ($10.03K), LPL Financial LLC ($8.77K), American Asset Management Inc. ($6.52K), AE Wealth Management LLC ($5.48K), and Cetera Investment Advisers ($5.16K).

Institutional investors have sold a total of 172,021 shares in the last 24 months. This volume of shares sold represents approximately $5.73M in transactions.


Related Companies

Institutional ownership data for BATS:JUNW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/25/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The 2026 beginners Guide to Gold IRAs
Gold trades near record highs while silver just topped $81 an ounce for the first time ever. Thousands of A...
Goldco Direct, LLC | Sponsoredtc pixel
A Simple Guide to Options Trading While It's Still Free
A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe cal...
True Market Insiders | Sponsoredtc pixel
Before Anthropic becomes impossible to ignore...
Riot Platforms just struck a 20-year, 191-megawatt data-center agreement tied to Anthropic, reportedly worth 9...
The Oxford Club | Sponsoredtc pixel
How Long Does $2.5M Last in Retirement?
Having $2.5 million saved puts you ahead of most Americans, but how long it lasts depends on the decisions you...
SmartAsset | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
A new income category is drawing serious money - here's why
Forbes recently called a new category of exchange-traded income funds a 'golden era,' and Bloomberg noted the ...
Investors Alley | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
Buy this stock tomorrow morning
A new strategy called Sell This, Buy That aims to help investors rotate out of overpriced AI stocks before a p...
Chaikin Analytics | Sponsoredtc pixel