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

Raymond James Financial Services Advisors’s Portfolio MARW Stock Details MARW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.09M Buy
35,645
+75
+0.2% +$2.24K ﹤0.01% 2108
2024
Q2 		$1.05M Buy
35,570
+12,289
+53% +$354K ﹤0.01% 2056
2024
Q1 		$669K Buy
+23,281
New +$658K ﹤0.01% 2310

Other funds holding MARW

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 0.21% in Q3 2024, buying an estimated $2.24K and bringing the position to 35,645 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2108.

Raymond James Financial Services Advisors first reported a position in MARW in Q1 2024 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold MARW as of Q3 2024.

  • Raymond James Financial Services Advisors held 35,645 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $1.09M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 75 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q3 2024, an estimated $2.24K.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2108 holding.
  • Raymond James Financial Services Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q3 2024.

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