Farther Finance Advisors, LLC JUNW — ALLIANZIM U.S. LARGE CAP BUFFER20 JUN ETF

Ownership history in Farther Finance Advisors, LLC  ·  9 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported ALLIANZIM U.S. LARGE CAP BUFFER20 JUN ETF (JUNW) in 9 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.02% in 2025 Q2. The latest visible filing shows JUNW at 0.01% 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.

What this JUNW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in ALLIANZIM U.S. LARGE CAP BUFFER20 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 Q3

JUNW was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 to 2026 Q3

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.

JUNW stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held JUNW — position size vs. price
% of Fund (quarterly)    JUNW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 50,141 +5,007 +11.1% 0.01% $1.7M 2026-10-08 $35.20
2026 Q2 ADDED — — — 45,134 +9,684 +27.3% 0.01% $1.6M 2026-07-17 $34.33
2026 Q1 UNCHANGED — — — 35,450 — 0% 0.01% $1.2M 2026-04-07 $33.51
2025 Q4 UNCHANGED — — — 35,450 — 0% 0.01% $1.2M 2026-01-23 $33.55
2025 Q3 UNCHANGED — — — 35,450 — 0% 0.02% $1.2M 2025-10-14 $32.76
2025 Q2 ADDED — — — 35,450 +31,624 +826.6% 0.02% $1.1M 2025-07-11 $31.96
2025 Q1 UNCHANGED — — — 3,826 — 0% 0.00% $114K 2025-04-14 $29.14
2024 Q4 UNCHANGED — — — 3,826 — 0% 0.00% $115K 2025-02-10 $30.48
2024 Q3 INITIATED — — — 3,826 — — 0.00% $113K 2024-10-29 $29.75

🏢 Other funds also holding JUNW

As of 2026 Q3 — sorted by position size

Castle Rock Wealth Management, LLC 3Y 7Y 0.12% First Heartland Consultants, Inc. 3Y 7Y 0.03% Avidian Wealth Enterprises, LLC 3Y 7Y 0.01% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Farther Finance Advisors, LLC and JUNW

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

How long has Farther Finance Advisors, LLC reported owning JUNW?

Farther Finance Advisors, LLC reported JUNW across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported JUNW position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for JUNW was 0.02% in 2025 Q2.

What is the latest reported JUNW position on this page?

The most recent filing on this page is 2026 Q3, when Farther Finance Advisors, LLC reported 50,141 shares, equal to 0.01% of portfolio, with an estimated market value of $1.7M.

What does the chart on this JUNW ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly JUNW 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 Farther Finance Advisors, LLC time their JUNW position?

Based on 13F filing dates vs. subsequent JUNW price moves, Farther Finance Advisors, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on JUNW relative to SPY over the holding period was -7.0%.

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