BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC JUNT — ALLIANZIM U.S. LARGE CAP BUFFER10 JUN ETF

Ownership history in BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC  ·  11 quarters on record

AI Ownership Summary

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC reported ALLIANZIM U.S. LARGE CAP BUFFER10 JUN ETF (JUNT) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q4. The latest visible filing shows JUNT at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JUNT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's position in ALLIANZIM U.S. LARGE CAP BUFFER10 JUN ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JUNT was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JUNT stock page BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC fund profile BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC full holdings
How BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held JUNT — position size vs. price
% of Fund (quarterly)    JUNT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 3,563 -3 -0.1% 0.02% $128K 2026-05-11 $37.83
2025 Q4 REDUCED — — — 3,566 -49 -1.4% 0.02% $130K 2026-02-09 $36.74
2025 Q3 ADDED — — — 3,615 +192 +5.6% 0.02% $129K 2025-10-22 $35.63
2025 Q2 REDUCED — — — 3,423 -6 -0.2% 0.02% $117K 2025-08-11 $34.66
2025 Q1 REDUCED — — — 3,429 -1 -0.0% 0.02% $108K 2025-05-05 $31.68
2024 Q4 REDUCED — — — 3,430 -9 -0.3% 0.02% $111K 2025-02-07 $32.90
2024 Q3 ADDED — — — 3,439 +1,088 +46.3% 0.02% $109K 2024-10-29 $31.96
2024 Q2 REDUCED — — — 2,351 -37 -1.5% 0.01% $72K 2024-08-05 $29.38
2024 Q1 REDUCED — — — 2,388 -25 -1.0% 0.02% $70K 2024-04-24 $29.25
2023 Q4 REDUCED — — — 2,413 -2 -0.1% 0.02% $67K 2024-01-25 $28.39
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JUNT

As of 2026 Q1 — sorted by position size

Avise Financial Cooperative, Inc. 0.42% Nvest Financial, LLC 3Y 0.25% Barnes Dennig Private Wealth Management LLC 0.08% Kingdom Financial Group LLC. 0.02% Lloyd Advisory Services, LLC. 3Y 0.02% OLD MISSION CAPITAL LLC 3Y 7Y 0.02% Focus Financial Network, Inc. 0.01% CENTAURUS FINANCIAL, INC. 3Y 7Y 0.01% NBC SECURITIES, INC. 0.0% HARBOUR INVESTMENTS, INC. 3Y 0.0%

FAQ About BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC and JUNT

These are the practical questions this page is built to answer before you even open the full history table.

How long has BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC reported owning JUNT?

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC reported JUNT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JUNT position in BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for JUNT was 0.02% in 2024 Q4.

What is the latest reported JUNT position on this page?

The most recent filing on this page is 2026 Q1, when BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC reported 3,563 shares, equal to 0.02% of portfolio, with an estimated market value of $128K.

What does the chart on this JUNT ownership page compare?

The chart compares BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's quarterly JUNT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC time their JUNT position?

Based on 13F filing dates vs. subsequent JUNT price moves, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on JUNT relative to SPY over the holding period was -7.6%.

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