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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Centaurus Financial, Inc.Buy+97,727+525.8%116,312$4.00MQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Buy+65,66565,665$2.26MQ2 2026Aug 17, 2026
Authentikos Wealth Advisory, LlcBuy+219,883219,883$7.56MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+175,907175,907$6.05MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+100,738+98.5%203,050$6.98MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+36,82136,821$1.27MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+30,649+326.4%40,038$1.38MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+27,810+51.9%81,369$2.80MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+25,43525,435$874.71KQ2 2026Aug 14, 2026
Blackston Financial Advisory Group, LlcBuy+24,88424,884$855.76KQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+12,808+67.8%31,708$1.09MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+7,2037,203$247.71KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+7,0887,088$243.76KQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+6,5456,545$229.27KQ2 2026Aug 14, 2026
Ubs Group AgBuy+1,707+2188.5%1,785$61.39KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+18,735+22.4%102,219$3.52MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+12,465+65.0%31,646$1.09MQ2 2026Aug 12, 2026
Integrated Wealth ManagementBuy+134,707134,707$4.63MQ2 2026Aug 11, 2026
Howard Bailey Securities, LlcBuy+173,393173,393$5.96MQ2 2026Aug 10, 2026
Csenge Advisory GroupBuy+64,30664,306$2.21MQ2 2026Aug 10, 2026
Allianz SeBuy+36,032+22.6%195,471$6.72MQ2 2026Aug 10, 2026
Westshore Wealth, LlcBuy+17,65617,656$607.19KQ2 2026Aug 10, 2026
Diversify Advisory Services, LlcBuy+9,7009,700$331.93KQ2 2026Aug 10, 2026
Lloyd Advisory Services, Llc.Buy+533,703533,703$18.35MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+120,016+98.9%241,376$8.30MQ2 2026Aug 07, 2026
Tounjian Advisory Partners, LlcBuy+67,40267,402$2.32MQ2 2026Aug 07, 2026
Kingdom Financial Group Llc.Buy+25,62525,625$881.24KQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+24,41624,416$839.67KQ2 2026Aug 07, 2026
Joseph P. Lucia & Associates, LlcBuy+18,440+178.1%28,795$990.26KQ2 2026Aug 07, 2026
Smart Wealth LlcBuy+35,52835,528$1.22MQ2 2026Aug 06, 2026
Showing 30 of 72

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.