RJFSA
EALT icon

Raymond James Financial Services Advisors’s Innovator US Equity 5 to 15 Buffer ETF Quarterly EALT Stock Holding History

Raymond James Financial Services Advisors’s Portfolio EALT Stock Details EALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.09M Buy
34,370
+20,897
+155% +$637K ﹤0.01% 2105
2024
Q2 		$405K Sell
13,473
-2,013
-13% -$58.4K ﹤0.01% 2683
2024
Q1 		$448K Buy
+15,486
New +$436K ﹤0.01% 2600

Other funds holding EALT

BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) stake by 155% in Q3 2024, buying an estimated $637K and bringing the position to 34,370 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

Raymond James Financial Services Advisors first reported a position in EALT in Q1 2024 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold EALT as of Q3 2024.

  • Raymond James Financial Services Advisors held 34,370 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $1.09M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 20,897 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q3 2024, an estimated $637K.
  • Innovator US Equity 5 to 15 Buffer ETF Quarterly made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2105 holding.
  • Raymond James Financial Services Advisors first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q1 2024 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q3 2024.

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