ALLIANZIM US LC BUFFER20 JUN (JUNW) Institutional Ownership Changes & 13F Activity
ALLIANZIM US LC BUFFER20 JUN (JUNW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lloyd Advisory Services, Llc., Authentikos Wealth Advisory, Llc, Ausdal Financial Partners, Inc., Howard Bailey Securities, Llc, and Integrated Wealth Management.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Centaurus Financial, Inc. | Buy | +97,727 | +525.8% | 116,312 | $4.00M | Q2 2026 | Aug 17, 2026 |
| Fsa Advisors, Inc. | Buy | +65,665 | — | 65,665 | $2.26M | Q2 2026 | Aug 17, 2026 |
| Authentikos Wealth Advisory, Llc | Buy | +219,883 | — | 219,883 | $7.56M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +175,907 | — | 175,907 | $6.05M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +100,738 | +98.5% | 203,050 | $6.98M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +36,821 | — | 36,821 | $1.27M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +30,649 | +326.4% | 40,038 | $1.38M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +27,810 | +51.9% | 81,369 | $2.80M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +25,435 | — | 25,435 | $874.71K | Q2 2026 | Aug 14, 2026 |
| Blackston Financial Advisory Group, Llc | Buy | +24,884 | — | 24,884 | $855.76K | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Buy | +12,808 | +67.8% | 31,708 | $1.09M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +7,203 | — | 7,203 | $247.71K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +7,088 | — | 7,088 | $243.76K | Q2 2026 | Aug 14, 2026 |
| Kintra Wealth, Llc | Buy | +6,545 | — | 6,545 | $229.27K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +1,707 | +2188.5% | 1,785 | $61.39K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +18,735 | +22.4% | 102,219 | $3.52M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +12,465 | +65.0% | 31,646 | $1.09M | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Management | Buy | +134,707 | — | 134,707 | $4.63M | Q2 2026 | Aug 11, 2026 |
| Howard Bailey Securities, Llc | Buy | +173,393 | — | 173,393 | $5.96M | Q2 2026 | Aug 10, 2026 |
| Csenge Advisory Group | Buy | +64,306 | — | 64,306 | $2.21M | Q2 2026 | Aug 10, 2026 |
| Allianz Se | Buy | +36,032 | +22.6% | 195,471 | $6.72M | Q2 2026 | Aug 10, 2026 |
| Westshore Wealth, Llc | Buy | +17,656 | — | 17,656 | $607.19K | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, Llc | Buy | +9,700 | — | 9,700 | $331.93K | Q2 2026 | Aug 10, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +533,703 | — | 533,703 | $18.35M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +120,016 | +98.9% | 241,376 | $8.30M | Q2 2026 | Aug 07, 2026 |
| Tounjian Advisory Partners, Llc | Buy | +67,402 | — | 67,402 | $2.32M | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group Llc. | Buy | +25,625 | — | 25,625 | $881.24K | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +24,416 | — | 24,416 | $839.67K | Q2 2026 | Aug 07, 2026 |
| Joseph P. Lucia & Associates, Llc | Buy | +18,440 | +178.1% | 28,795 | $990.26K | Q2 2026 | Aug 07, 2026 |
| Smart Wealth Llc | Buy | +35,528 | — | 35,528 | $1.22M | Q2 2026 | Aug 06, 2026 |
Frequently asked questions about JUNW activity
Which institutional owners are buying JUNW?
Institutional owners buying JUNW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in JUNW activity?
"Buy" means an investor increased their reported position in JUNW compared to the prior reporting period. This reflects growing exposure to ALLIANZIM US LC BUFFER20 JUN (JUNW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JUNW increasing?
Institutional interest in JUNW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.