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

Raymond James Financial Services Advisors’s Portfolio SEPW Stock Details SEPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.63M Buy
127,328
+20,082
+19% +$563K ﹤0.01% 1406
2024
Q2 		$2.99M Sell
107,246
-1,941
-2% -$53.1K ﹤0.01% 1446
2024
Q1 		$2.97M Buy
+109,187
New +$2.9M ﹤0.01% 1432

Other funds holding SEPW

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) stake by 19% in Q3 2024, buying an estimated $563K and bringing the position to 127,328 shares worth $3.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Raymond James Financial Services Advisors first reported a position in SEPW in Q1 2024 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold SEPW as of Q3 2024.

  • Raymond James Financial Services Advisors held 127,328 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $3.63M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 20,082 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q3 2024, an estimated $563K.
  • AllianzIM U.S. Equity Buffer20 Sep ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1406 holding.
  • Raymond James Financial Services Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q1 2024 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q3 2024.

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