RJFSA
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Raymond James Financial Services Advisors’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Raymond James Financial Services Advisors’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 		$481K Sell
14,929
-61
-0.4% -$1.92K ﹤0.01% 2650
2024
Q2 		$467K Buy
+14,990
New +$455K ﹤0.01% 2588

Other funds holding APRW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $31B AUM 28.39% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

Raymond James Financial Services Advisors reduced its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 0.41% in Q3 2024, selling an estimated $1.92K and leaving 14,929 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #2650.

Raymond James Financial Services Advisors first reported a position in APRW in Q2 2024 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold APRW as of Q3 2024.

  • Raymond James Financial Services Advisors held 14,929 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $481K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 61 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q3 2024, an estimated $1.92K.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2650 holding.
  • Raymond James Financial Services Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2024 and has held it in 2 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 Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.