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Raymond James Financial Services Advisors’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Raymond James Financial Services Advisors’s Portfolio JULT Stock Details JULT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$245K Buy
+6,340
New +$238K ﹤0.01% 3058

Other funds holding JULT

KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Raymond James Financial Services Advisors opened a new position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q3 2024: 6,340 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #3058 among its holdings.

39 funds tracked by Wall St. Rank hold JULT as of Q3 2024.

  • Raymond James Financial Services Advisors held 6,340 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $245K as of Q3 2024.
  • AllianzIM U.S. Equity Buffer10 Jul ETF was a new Raymond James Financial Services Advisors position in Q3 2024.
  • AllianzIM U.S. Equity Buffer10 Jul ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3058 holding.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q3 2024.

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