Raymond James Financial Services Advisors’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Raymond James Financial Services Advisors’s Portfolio AUGW Stock Details AUGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$2.51M	Buy	87,140 +78,684	+931%	+$2.22M	﹤0.01%	1617
2024 Q2	$236K	Buy	+8,456	New	+$231K	﹤0.01%	3020

Other funds holding AUGW

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) stake by 931% in Q3 2024, buying an estimated $2.22M and bringing the position to 87,140 shares worth $2.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

Raymond James Financial Services Advisors first reported a position in AUGW in Q2 2024 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold AUGW as of Q3 2024.

Raymond James Financial Services Advisors held 87,140 shares of AllianzIM U.S. Equity Buffer20 Aug ETF worth $2.51M as of Q3 2024.
Raymond James Financial Services Advisors bought 78,684 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q3 2024, an estimated $2.22M.
AllianzIM U.S. Equity Buffer20 Aug ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1617 holding.
Raymond James Financial Services Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q2 2024 and has held it in 2 quarters since.
54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q3 2024.

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