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Raymond James Financial Services Advisors’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

Raymond James Financial Services Advisors’s Portfolio APRT Stock Details APRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$202K Buy
+5,343
New +$196K ﹤0.01% 3185

Other funds holding APRT

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial Services Advisors's APRT Position: Q3 2024 in Review

Raymond James Financial Services Advisors opened a new position in AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) in Q3 2024: 5,343 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #3185 among its holdings.

39 funds tracked by Wall St. Rank hold APRT as of Q3 2024.

  • Raymond James Financial Services Advisors held 5,343 shares of AllianzIM U.S. Equity Buffer10 Apr ETF worth $202K as of Q3 2024.
  • AllianzIM U.S. Equity Buffer10 Apr ETF was a new Raymond James Financial Services Advisors position in Q3 2024.
  • AllianzIM U.S. Equity Buffer10 Apr ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3185 holding.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.