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Raymond James Financial Services Advisors’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Raymond James Financial Services Advisors’s Portfolio SIXO Stock Details SIXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$285K Sell
8,976
-144,023
-94% -$4.44M ﹤0.01% 2969
2024
Q2 		$4.66M Buy
+152,999
New +$4.54M 0.01% 1202

Other funds holding SIXO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

Raymond James Financial Services Advisors reduced its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) stake by 94% in Q3 2024, selling an estimated $4.44M and leaving 8,976 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #2969.

Raymond James Financial Services Advisors first reported a position in SIXO in Q2 2024 and has held it in 2 quarters since. The position peaked at $4.66M in Q2 2024. 39 funds tracked by Wall St. Rank hold SIXO as of Q3 2024.

  • Raymond James Financial Services Advisors held 8,976 shares of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF worth $285K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 144,023 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q3 2024, an estimated $4.44M.
  • AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2969 holding.
  • Raymond James Financial Services Advisors first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct 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 Apr/Oct ETF position peaked at $4.66M in Q2 2024.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q3 2024.

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