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

Raymond James Financial Services Advisors’s Portfolio SEPT Stock Details SEPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$334K Buy
+11,120
New +$326K ﹤0.01% 2897

Other funds holding SEPT

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

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

Raymond James Financial Services Advisors opened a new position in AllianzIM U.S. Equity Buffer10 Sep ETF (SEPT) in Q3 2024: 11,120 shares worth $334K. The stake represents ﹤0.01% of the portfolio and ranks #2897 among its holdings.

26 funds tracked by Wall St. Rank hold SEPT as of Q3 2024.

  • Raymond James Financial Services Advisors held 11,120 shares of AllianzIM U.S. Equity Buffer10 Sep ETF worth $334K as of Q3 2024.
  • AllianzIM U.S. Equity Buffer10 Sep ETF was a new Raymond James Financial Services Advisors position in Q3 2024.
  • AllianzIM U.S. Equity Buffer10 Sep ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2897 holding.
  • 26 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Sep ETF as of Q3 2024.

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