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

Raymond James & Associates’s Portfolio JULW Stock Details JULW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$208K Buy
+6,022
New +$203K ﹤0.01% 3621

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

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

Raymond James & Associates opened a new position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q3 2024: 6,022 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #3621 among its holdings.

70 funds tracked by Wall St. Rank hold JULW as of Q3 2024.

  • Raymond James & Associates held 6,022 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $208K as of Q3 2024.
  • AllianzIM U.S. Equity Buffer20 Jul ETF was a new Raymond James & Associates position in Q3 2024.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3621 holding.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q3 2024.

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