Free Trial

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

$34.28 +0.02 (+0.06%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Large Cap Buffer20 Jun ETF (NYSEARCA:JUNW)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$13.94M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$7.47M
Get JUNW Insider Trade Alerts

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

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. Large Cap Buffer20 Jun ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/18/2026OLD 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%
2/13/2026 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%
2/11/2026LPL 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%
2/4/2026 Stonebridge Financial Group LLC MO12,800$427K0.4%N/A0.667%
2/4/2026 World Investment Advisors23,309$778K0.0%N/A1.214%
2/2/2026Grantvest 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%
1/7/2026American 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%
11/10/2025 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%
11/5/2025American 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%
11/3/2025AE Wealth Management LLC8,501$279K0.0%-39.2%0.443%
10/23/2025 Spire 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%
8/4/2025 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%
7/29/2025Joseph 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%
7/23/2025 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%
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%
1/22/2025Jim Saulnier & Associates LLC11,639$350K0.3%-18.7%1.455%
1/21/2025Gradient Investments LLC1,425,826$42.82M0.9%N/A178.228%
1/13/2025Elevated Capital Advisors LLC100,328$3.01M0.8%+60.3%12.541%
11/15/2024Jane Street Group LLC22,730$673K0.0%+58.4%2.841%
11/12/2024Centaurus Financial Inc.19,651$581K0.0%-32.6%2.456%
11/12/2024Jim Saulnier & Associates LLC14,313$424K0.4%N/A1.789%
11/8/2024Moors & Cabot Inc.6,880$204K0.0%N/A0.860%
11/5/2024Harbour Investments Inc.60,090$1.78M0.1%-18.2%7.511%
10/29/2024Farther Finance Advisors LLC3,826$113K0.0%N/A0.478%
10/25/2024Strategic Blueprint LLC7,008$207K0.0%-11.8%0.876%
10/24/2024FSA Advisors Inc.14,591$417K0.4%N/A1.824%
10/22/2024Elevated Capital Advisors LLC62,585$1.85M0.5%N/A7.823%


JUNW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JUNW shares?

During the previous two years, 53 institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap Buffer20 Jun ETF. The most heavily invested institutionals were Gradient Investments LLC ($43.30M), Outlook Wealth Advisors LLC ($7.40M), American Asset Management Inc. ($5.84M), 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. Large Cap Buffer20 Jun ETF's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Large Cap Buffer20 Jun ETF's stock?

Of the 51 institutional investors that purchased AllianzIM U.S. Large Cap Buffer20 Jun ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AE Wealth Management LLC ($2.67M), Gradient Investments LLC ($1.46M), Lloyd Advisory Services LLC. ($533.07K), Outlook Wealth Advisors LLC ($258.91K), American Asset Management Inc. ($187.44K), Allianz Investment Management LLC ($111.91K), and WealthPLAN Partners LLC ($110.40K).

How much institutional buying is happening at AllianzIM U.S. Large Cap Buffer20 Jun ETF?

Institutional investors have bought a total of 428,803 shares in the last 24 months. This purchase volume represents approximately $13.94M in transactions.

Which of AllianzIM U.S. Large Cap Buffer20 Jun ETF's major shareholders have been selling company stock?

Of the 20 institutional investors that sold AllianzIM U.S. Large Cap 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), Kestra Advisory Services LLC ($27.62K), Osaic Holdings Inc. ($21.88K), Harbour Investments Inc. ($21.04K), American Asset Management Inc. ($11.45K), Cetera Investment Advisers ($10.41K), and Silver Oak Securities Incorporated ($9.31K).

How much institutional selling is happening at AllianzIM U.S. Large Cap Buffer20 Jun ETF?

Institutional investors have sold a total of 230,165 shares in the last 24 months. This volume of shares sold represents approximately $7.47M in transactions.



This page (NYSEARCA:JUNW) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners