RJFSA
SIXD

Raymond James Financial Services Advisors’s AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF SIXD Stock Holding History

Raymond James Financial Services Advisors’s Portfolio SIXD Stock Details SIXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.6M Sell
60,959
-73,702
-55% -$1.9M ﹤0.01% 1869
2024
Q2 		$3.43M Buy
+134,661
New +$3.41M ﹤0.01% 1362

Other funds holding SIXD

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return

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

Raymond James Financial Services Advisors reduced its AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) stake by 55% in Q3 2024, selling an estimated $1.9M and leaving 60,959 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

Raymond James Financial Services Advisors first reported a position in SIXD in Q2 2024 and has held it in 2 quarters since. The position peaked at $3.43M in Q2 2024. 27 funds tracked by Wall St. Rank hold SIXD as of Q3 2024.

  • Raymond James Financial Services Advisors held 60,959 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF worth $1.6M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 73,702 AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF shares in Q3 2024, an estimated $1.9M.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1869 holding.
  • Raymond James Financial Services Advisors first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF in Q2 2024 and has held it in 2 quarters since.
  • Raymond James Financial Services Advisors's AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF position peaked at $3.43M in Q2 2024.
  • 27 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF as of Q3 2024.

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