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Raymond James Financial Services Advisors’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Raymond James Financial Services Advisors’s Portfolio SIXJ Stock Details SIXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$9.46M Buy
321,820
+304,930
+1,805% +$8.75M 0.01% 892
2024
Q2 		$480K Buy
16,890
+788
+5% +$22K ﹤0.01% 2566
2024
Q1 		$447K Buy
+16,102
New +$437K ﹤0.01% 2601

Other funds holding SIXJ

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) stake by 1,805% in Q3 2024, buying an estimated $8.75M and bringing the position to 321,820 shares worth $9.46M. The position accounts for 0.01% of the portfolio, ranked #892.

Raymond James Financial Services Advisors first reported a position in SIXJ in Q1 2024 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold SIXJ as of Q3 2024.

  • Raymond James Financial Services Advisors held 321,820 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF worth $9.46M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 304,930 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q3 2024, an estimated $8.75M.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #892 holding.
  • Raymond James Financial Services Advisors first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q1 2024 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q3 2024.

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