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Raymond James & Associates’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Raymond James & Associates’s Portfolio APRW Stock Details APRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$6.87M Buy
212,996
+1,370
+0.6% +$43.1K ﹤0.01% 1436
2024
Q2 		$6.59M Buy
211,626
+211
+0.1% +$6.41K ﹤0.01% 1402
2024
Q1 		$6.4M Buy
+211,415
New +$6.33M ﹤0.01% 1417

Other funds holding APRW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Raymond James & Associates's APRW Position: Q3 2024 in Review

Raymond James & Associates increased its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 0.65% in Q3 2024, buying an estimated $43.1K and bringing the position to 212,996 shares worth $6.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Raymond James & Associates first reported a position in APRW in Q1 2024 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold APRW as of Q3 2024.

  • Raymond James & Associates held 212,996 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $6.87M as of Q3 2024.
  • Raymond James & Associates bought 1,370 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q3 2024, an estimated $43.1K.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1436 holding.
  • Raymond James & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q1 2024 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.