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

Raymond James Financial Services Advisors’s Portfolio JANW Stock Details JANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$6.77M Buy
205,580
+5,650
+3% +$184K 0.01% 1073
2024
Q2 		$6.44M Buy
199,930
+14,700
+8% +$465K 0.01% 1036
2024
Q1 		$5.82M Buy
+185,230
New +$5.71M 0.01% 1057

Other funds holding JANW

CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) stake by 2.8% in Q3 2024, buying an estimated $184K and bringing the position to 205,580 shares worth $6.77M. The position accounts for 0.01% of the portfolio, ranked #1073.

Raymond James Financial Services Advisors first reported a position in JANW in Q1 2024 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold JANW as of Q3 2024.

  • Raymond James Financial Services Advisors held 205,580 shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $6.77M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 5,650 AllianzIM U.S. Equity Buffer20 Jan ETF shares in Q3 2024, an estimated $184K.
  • AllianzIM U.S. Equity Buffer20 Jan ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1073 holding.
  • Raymond James Financial Services Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF in Q1 2024 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jan ETF as of Q3 2024.

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