RJFSA
OCTW icon

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

Raymond James Financial Services Advisors’s Portfolio OCTW Stock Details OCTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.42M Buy
97,356
+19,673
+25% +$684K ﹤0.01% 1444
2024
Q2 		$2.68M Sell
77,683
-4,041
-5% -$138K ﹤0.01% 1501
2024
Q1 		$2.77M Buy
81,724
+3,216
+4% +$107K ﹤0.01% 1475
2023
Q4 		$2.57M Buy
+78,508
New +$2.49M ﹤0.01% 1440

Other funds holding OCTW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 25% in Q3 2024, buying an estimated $684K and bringing the position to 97,356 shares worth $3.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Raymond James Financial Services Advisors first reported a position in OCTW in Q4 2023 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold OCTW as of Q3 2024.

  • Raymond James Financial Services Advisors held 97,356 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $3.42M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 19,673 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q3 2024, an estimated $684K.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1444 holding.
  • Raymond James Financial Services Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2023 and has held it in 4 quarters since.
  • 47 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q3 2024.

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