JUNW Institutional Ownership
AllianzIM U.S. Equity Buffer20 Jun ETF
1W: +0.1%
1M: +0.6%
3M: +1.9%
YTD: +5.1%
1Y: +6.8%
3Y: +37.1%
$35.09
+0.13 (+0.37%)
Weekly Expected Move ±0.7%
$35
$35
$35
$35
$36
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — JUNW
83
Institutional Holders
+43 vs prior quarter
0.0%
Ownership
+0.00pp
273M
Total Invested
44
New Positions
27
Increased
6
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (83 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 2,723,158 | $96M | +2,716,361 | +39964.1% | 9Q | SEC ↗ |
| 2 | Lloyd Advisory Services, LLC. NEW | 533,703 | $19M | — | +0.0% | 1Q | SEC ↗ |
| 3 | ACCESS FINANCIAL SERVICES, INC. NEW | 453,357 | $16M | — | +0.0% | 1Q | SEC ↗ |
| 4 | LPL Financial LLC | 241,376 | $8M | +120,016 | +98.9% | 11Q | SEC ↗ |
| 5 | POM Investment Strategies, LLC NEW | 232,763 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 226,189 | $8M | +105,845 | +88.0% | 13Q | SEC ↗ |
| 7 | Authentikos Wealth Advisory, LLC NEW | 219,883 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 203,050 | $7M | +100,738 | +98.5% | 13Q | SEC ↗ |
| 9 | Allianz SE | 195,471 | $7M | +36,032 | +22.6% | 3Q | SEC ↗ |
| 10 | Ausdal Financial Partners, Inc. NEW | 175,907 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Wellment Financial NEW | 175,439 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 12 | HOWARD BAILEY SECURITIES, LLC NEW | 173,393 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 13 | AMERICAN ASSET MANAGEMENT INC. | 170,154 | $6M | -2,600 | -1.5% | 9Q | SEC ↗ |
| 14 | Integrated Wealth Management NEW | 134,707 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Outlook Wealth Advisors, LLC NEW | 123,684 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 16 | B.O.S.S. Retirement Advisors, LLC NEW | 120,440 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 17 | CENTAURUS FINANCIAL, INC. | 116,312 | $4M | +97,727 | +525.8% | 13Q | SEC ↗ |
| 18 | Cetera Investment Advisers | 102,219 | $4M | +18,735 | +22.4% | 13Q | SEC ↗ |
| 19 | Kestra Advisory Services, LLC | 83,598 | $3M | +14,851 | +21.6% | 13Q | SEC ↗ |
| 20 | RAYMOND JAMES FINANCIAL INC | 81,369 | $3M | +27,810 | +51.9% | 7Q | SEC ↗ |
| 21 | Networth Advisors, LLC NEW | 76,912 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Golden Reserve Retirement LLC NEW | 70,361 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Spire Wealth Management | 69,837 | $2M | +31,836 | +83.8% | 7Q | SEC ↗ |
| 24 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 67,402 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 25 | FSA Advisors, Inc. NEW | 65,665 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Great Lakes Retirement, Inc. NEW | 64,326 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Csenge Advisory Group NEW | 64,306 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Elevated Capital Advisors, LLC | 63,891 | $2M | +61,521 | +2595.8% | 8Q | SEC ↗ |
| 29 | Centennial Advisors, LLC NEW | 61,935 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Aspire Capital Advisors LLC | 47,814 | $2M | +36,089 | +307.8% | 5Q | SEC ↗ |
| 31 | Farther Finance Advisors, LLC | 45,134 | $2M | +9,684 | +27.3% | 8Q | SEC ↗ |
| 32 | LifeWealth Investments, LLC NEW | 42,683 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 33 | OLD MISSION CAPITAL LLC | 40,038 | $1M | +30,649 | +326.4% | 4Q | SEC ↗ |
| 34 | Foundations Investment Advisors, LLC NEW | 36,821 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 35 | SMART Wealth LLC NEW | 35,528 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 36 | World Investment Advisors | 31,708 | $1M | +12,808 | +67.8% | 3Q | SEC ↗ |
| 37 | HARBOUR INVESTMENTS, INC. | 31,646 | $1M | +12,465 | +65.0% | 13Q | SEC ↗ |
| 38 | Joseph P. Lucia & Associates, LLC | 28,795 | $1M | +18,440 | +178.1% | 5Q | SEC ↗ |
| 39 | Kingdom Financial Group LLC. NEW | 25,625 | $899K | — | +0.0% | 1Q | SEC ↗ |
| 40 | GTS SECURITIES LLC NEW | 25,435 | $893K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Blackston Financial Advisory Group, LL NEW | 24,884 | $873K | — | +0.0% | 1Q | SEC ↗ |
| 42 | MML INVESTORS SERVICES, LLC NEW | 24,416 | $857K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Focus Financial Network, Inc. | 23,435 | $822K | +12,652 | +117.3% | 9Q | SEC ↗ |
| 44 | Key Capital Management, INC NEW | 22,272 | $782K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Cambridge Investment Research Advisors | 19,697 | $691K | +3,289 | +20.0% | 7Q | SEC ↗ |
| 46 | PARK AVENUE SECURITIES LLC NEW | 19,426 | $682K | — | +0.0% | 1Q | SEC ↗ |
| 47 | ENVESTNET ASSET MANAGEMENT INC | 19,205 | $674K | +8,541 | +80.1% | 9Q | SEC ↗ |
| 48 | Stonebridge Financial Group, LLC / MO | 18,887 | $663K | +6,087 | +47.6% | 3Q | SEC ↗ |
| 49 | Grantvest Financial Group LLC | 18,759 | $658K | — | +0.0% | 7Q | SEC ↗ |
| 50 | Global Retirement Partners, LLC NEW | 17,940 | $630K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Lloyd Advisory Services, LLC. | 533,703 | $19M |
| ACCESS FINANCIAL SERVICES, INC. | 453,357 | $16M |
| POM Investment Strategies, LLC | 232,763 | $8M |
| Authentikos Wealth Advisory, LLC | 219,883 | $8M |
| Ausdal Financial Partners, Inc. | 175,907 | $6M |
| Wellment Financial | 175,439 | $6M |
| HOWARD BAILEY SECURITIES, LLC | 173,393 | $6M |
| Integrated Wealth Management | 134,707 | $5M |
| Outlook Wealth Advisors, LLC | 123,684 | $4M |
| B.O.S.S. Retirement Advisors, LLC | 120,440 | $4M |
| Networth Advisors, LLC | 76,912 | $3M |
| Golden Reserve Retirement LLC | 70,361 | $2M |
| TOUNJIAN ADVISORY PARTNERS, LLC | 67,402 | $2M |
| FSA Advisors, Inc. | 65,665 | $2M |
| Great Lakes Retirement, Inc. | 64,326 | $2M |
| Csenge Advisory Group | 64,306 | $2M |
| Centennial Advisors, LLC | 61,935 | $2M |
| LifeWealth Investments, LLC | 42,683 | $1M |
| Foundations Investment Advisors, LL | 36,821 | $1M |
| SMART Wealth LLC | 35,528 | $1M |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 62,868 | $2M |
| JPMORGAN CHASE & CO | 18,641 | $654K |
| BARCLAYS PLC | 416 | $15K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | +2,716,361 | +39964.1% | 2,723,158 |
| LPL Financial LLC | +120,016 | +98.9% | 241,376 |
| COMMONWEALTH EQUITY SERVICES, LLC | +105,845 | +88.0% | 226,189 |
| OSAIC HOLDINGS, INC. | +100,738 | +98.5% | 203,050 |
| CENTAURUS FINANCIAL, INC. | +97,727 | +525.8% | 116,312 |
| Elevated Capital Advisors, LLC | +61,521 | +2595.8% | 63,891 |
| Aspire Capital Advisors LLC | +36,089 | +307.8% | 47,814 |
| Allianz SE | +36,032 | +22.6% | 195,471 |
| Spire Wealth Management | +31,836 | +83.8% | 69,837 |
| OLD MISSION CAPITAL LLC | +30,649 | +326.4% | 40,038 |
| RAYMOND JAMES FINANCIAL INC | +27,810 | +51.9% | 81,369 |
| Cetera Investment Advisers | +18,735 | +22.4% | 102,219 |
| Joseph P. Lucia & Associates, LLC | +18,440 | +178.1% | 28,795 |
| Kestra Advisory Services, LLC | +14,851 | +21.6% | 83,598 |
| World Investment Advisors | +12,808 | +67.8% | 31,708 |
| Focus Financial Network, Inc. | +12,652 | +117.3% | 23,435 |
| HARBOUR INVESTMENTS, INC. | +12,465 | +65.0% | 31,646 |
| Farther Finance Advisors, LLC | +9,684 | +27.3% | 45,134 |
| ENVESTNET ASSET MANAGEMENT INC | +8,541 | +80.1% | 19,205 |
| PFG Advisors | +6,105 | +65.6% | 15,406 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JIM SAULNIER & ASSOCIATES, LLC | -2,771 | -14.3% | 16,605 |
| AMERICAN ASSET MANAGEMENT INC. | -2,600 | -1.5% | 170,154 |
| WEALTHGARDEN F.S. LLC | -17 | -0.2% | 7,011 |