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

Raymond James Financial Services Advisors’s Portfolio OCTT Stock Details OCTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$200K Buy
+5,342
New +$198K ﹤0.01% 3188

Other funds holding OCTT

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 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 $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

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

Raymond James Financial Services Advisors opened a new position in AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) in Q3 2024: 5,342 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #3188 among its holdings.

25 funds tracked by Wall St. Rank hold OCTT as of Q3 2024.

  • Raymond James Financial Services Advisors held 5,342 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $200K as of Q3 2024.
  • AllianzIM U.S. Equity Buffer10 Oct ETF was a new Raymond James Financial Services Advisors position in Q3 2024.
  • AllianzIM U.S. Equity Buffer10 Oct ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3188 holding.
  • 25 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q3 2024.

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