Free Trial
→ AI Microcap Teams With Gentex on Next-Gen Military Helmets (From Capital Trends) (Ad)tc pixel Free JUNW Stock Alerts

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

$35.21 -0.04 (-0.11%)
As of 09:58 AM 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)
$19.51M
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
10/8/2026Farther Finance Advisors LLC50,141$1.75M0.0%+11.1%0.464%
8/25/2026Advus Financial Partners LLC10,756$370K0.1%+3.9%0.100%
8/23/2026Kintra Wealth LLC6,545$229K0.0%N/A0.061%
8/23/2026Aspire Capital Advisors LLC47,814$1.64M0.3%+307.8%0.443%
8/23/2026POM Investment Strategies LLC232,763$8.01M9.1%N/A2.155%
8/22/2026Montgomery Financial Services LLC14,736$507K0.4%N/A0.136%
8/22/2026Jim Saulnier & Associates LLC16,605$571K0.3%-14.3%0.154%
8/22/2026SMART Wealth LLC35,528$1.22M0.3%N/A0.329%
7/9/2026Focus Financial Network Inc.23,435$806K0.0%+117.3%0.221%
7/8/2026First Heartland Consultants Inc.15,657$538K0.0%N/A0.148%
7/8/2026Castle Rock Wealth Management LLC17,591$604K0.1%+48.9%0.166%
5/7/2026American Asset Management Inc.172,754$5.76M5.0%-1.3%9.872%
5/6/2026Independent Financial Group LLC6,850$228K0.0%N/A0.391%
4/30/2026Elevated Capital Advisors LLC2,370$79K0.0%-97.3%0.135%
4/30/2026Kestra Advisory Services LLC68,747$2.29M0.0%-12.7%3.928%
4/27/2026World Investment Advisors18,900$630K0.0%-18.9%1.080%
3/13/2026World Investment Advisors23,309$778K0.0%N/A1.214%
2/18/2026OLD Mission Capital LLC32,943$1.10M0.0%+5.3%1.716%
2/17/2026Cetera Investment Advisers83,453$2.79M0.0%-5.8%4.347%
2/17/2026Osaic Holdings Inc.115,046$3.84M0.0%-16.0%5.992%
2/13/2026Kestra Advisory Services LLC78,779$2.63M0.0%+19.8%4.103%
2/13/2026Allianz SE5,000$167K0.0%N/A0.260%
2/12/2026Commonwealth Equity Services LLC129,259$4.32M0.0%-0.7%6.732%
2/11/2026LPL Financial LLC120,323$4.02M0.0%-6.8%6.267%
2/11/2026Allianz Investment Management LLC111,911$3.74M2.3%N/A5.829%
2/9/2026Harbour Investments Inc.23,401$781K0.0%-15.3%1.219%
2/6/2026Lloyd Advisory Services LLC.6,054$202K0.1%N/A0.315%
2/4/2026Stonebridge Financial Group LLC MO12,800$427K0.4%N/A0.667%
2/4/2026World Investment Advisors23,309$778K0.0%N/A1.214%
2/2/2026Grantvest Financial Group LLC20,735$692K0.4%-3.7%1.080%
1/27/2026Elevated Capital Advisors LLC86,915$2.90M0.7%-4.0%4.527%
1/14/2026Spire Wealth Management51,964$1.74M0.1%-6.2%2.706%
1/12/2026Focus Financial Network Inc.10,783$360K0.0%-26.4%0.562%
1/7/2026American Asset Management Inc.174,985$5.84M5.0%-1.5%9.114%
11/17/2025Susquehanna International Group LLP37,635$1.23M0.0%+1.0%1.960%
11/14/2025Raymond James Financial Inc.51,451$1.69M0.0%+8.1%2.680%
11/10/2025First Heartland Consultants Inc.9,075$298K0.0%-5.8%0.473%
11/6/2025Aspire Capital Advisors LLC13,021$427K0.1%-11.0%0.678%
11/5/2025American Asset Management Inc.177,572$5.82M5.2%-0.9%9.249%
11/4/2025Grantvest Financial Group LLC21,525$706K0.5%-3.7%1.121%
The Iran War Isn’t Chaos. It’s Strategy. (Ad)

Two thousand missiles struck Iran. Three days later, Dylan Jovine sat in two private meetings with U.S. Congressmen no cameras, no staff. What he found afterward points to a coordinated Two-Front Economic War already in motion, according to his research at Behind the Markets.tc pixel

Uncover the hidden strategy behind the Iran war now
11/3/2025AE Wealth Management LLC8,501$279K0.0%-39.2%0.443%
10/23/2025Spire Wealth Management55,421$1.82M0.1%-1.0%2.842%
10/20/2025Joseph P. Lucia & Associates LLC10,355$339K0.1%-16.6%0.518%
9/4/2025Osaic Holdings Inc.141,660$4.51M0.0%+16.7%7.083%
8/29/2025Centaurus Financial Inc.18,585$592K0.0%-5.4%0.929%
8/14/2025Jane Street Group LLC9,391$299K0.0%N/A0.470%
8/14/2025Raymond James Financial Inc.47,595$1.52M0.0%+17.4%2.380%
8/12/2025American Asset Management Inc.179,274$5.71M5.3%-1.0%8.964%
8/12/2025Global Retirement Partners LLC17,940$572K0.0%N/A0.897%
8/8/2025Cetera Investment Advisers79,233$2.53M0.0%+24.6%3.962%
8/7/2025PFG Advisors10,692$341K0.0%+3.3%0.535%
8/6/2025AE Wealth Management LLC13,976$445K0.0%+8.3%0.699%
8/4/2025Jim Saulnier & Associates LLC19,376$617K0.4%+66.5%0.969%
8/4/2025Creative Financial Designs Inc. ADV1,110$35K0.0%N/A0.056%
8/4/2025Spire Wealth Management55,959$1.78M0.1%+107.9%2.798%
8/4/2025Barnes Dennig Private Wealth Management LLC15,809$504K0.6%N/A0.790%
8/1/2025Envestnet Asset Management Inc.14,251$454K0.0%+33.9%0.713%
7/29/2025Joseph P. Lucia & Associates LLC12,411$395K0.2%N/A0.621%
7/28/2025Harbour 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%
7/23/2025Castle Rock Wealth Management LLC11,816$379K0.1%-5.7%0.591%
7/15/2025Aspire Capital Advisors LLC14,625$466K0.1%N/A0.713%
7/11/2025Farther Finance Advisors LLC35,450$1.13M0.0%+826.6%1.729%
7/11/2025Silver Oak Securities Incorporated17,596$561K0.0%-34.6%0.858%
7/10/2025Focus 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%
Your book is inside (Ad)

The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.tc pixel

Download your copy now.
2/11/2025LPL Financial LLC11,990$360K0.0%+48.9%1.499%
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%


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 48 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 573,306 shares in the last 24 months. This purchase volume represents approximately $19.51M 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 10/8/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Elon Musk’s One Stock Retirement Plan
Jeff Brown picked Nvidia in 2016, before it surged 37,000 percent. Now he's tracking a small AI company he say...
Brownstone Research | Sponsoredtc pixel
Wall Street legend reveals his top AI stock before Oct. 20
Marc Chaikin, the 60-year Wall Street veteran behind the Power Gauge rating system, has flagged a new AI stock...
Chaikin Analytics | Sponsoredtc pixel
How one AI fund pays investors every Thursday
One small fund tied to artificial intelligence stocks delivered $1,051 in a single month, not through selling ...
Investors Alley | Sponsoredtc pixel
Trump's about to unleash his Midterm Weapon
Trump is turning the midterms into a referendum on American energy, pushing for more oil, more gas, and lower ...
Monument Traders Alliance | Sponsoredtc pixel
The Iran War Isn’t Chaos. It’s Strategy.
Two thousand missiles struck Iran. Three days later, Dylan Jovine sat in two private meetings with U.S. Congre...
Behind the Markets | Sponsoredtc pixel
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
Forget Biotech Stocks… This Is the Smarter Play
NVIDIA, Shopify, and TSMC built fortunes by powering innovation rather than betting on a single winner. One li...
Compounding Quality | Sponsoredtc pixel