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

Raymond James Financial Services Advisors’s Portfolio DECW Stock Details DECW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.75M Buy
57,649
+35
+0.1% +$1.05K ﹤0.01% 1816
2024
Q2 		$1.71M Buy
57,614
+29,127
+102% +$851K ﹤0.01% 1763
2024
Q1 		$827K Buy
28,487
+999
+4% +$28.5K ﹤0.01% 2180
2023
Q4 		$779K Buy
+27,488
New +$745K ﹤0.01% 2128

Other funds holding DECW

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WG
Wealth Group Raleigh, North Carolina $401M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 0.06% in Q3 2024, buying an estimated $1.05K and bringing the position to 57,649 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

Raymond James Financial Services Advisors first reported a position in DECW in Q4 2023 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold DECW as of Q3 2024.

  • Raymond James Financial Services Advisors held 57,649 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $1.75M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 35 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q3 2024, an estimated $1.05K.
  • AllianzIM U.S. Equity Buffer20 Dec ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1816 holding.
  • Raymond James Financial Services Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2023 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q3 2024.

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