RJFSA
JULW icon

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

Raymond James Financial Services Advisors’s Portfolio JULW Stock Details JULW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$969K Buy
28,051
+8,941
+47% +$302K ﹤0.01% 2188
2024
Q2 		$637K Buy
+19,110
New +$628K ﹤0.01% 2373

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 47% in Q3 2024, buying an estimated $302K and bringing the position to 28,051 shares worth $969K. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

Raymond James Financial Services Advisors first reported a position in JULW in Q2 2024 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold JULW as of Q3 2024.

  • Raymond James Financial Services Advisors held 28,051 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $969K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 8,941 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q3 2024, an estimated $302K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2188 holding.
  • Raymond James Financial Services Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2024 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q3 2024.

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