PWP
RJDI

Phillips Wealth Planners’s RJ Eagle GCM Dividend Select Income ETF RJDI Stock Holding History

Phillips Wealth Planners’s Portfolio RJDI Stock Details RJDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$336K Hold
11,638
– – 0.25% 132
2025
Q4 		$301K Buy
+11,638
New +$291K 0.24% 143

Other funds holding RJDI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
TWA
Tulsa Wealth Advisors Tulsa, Oklahoma $570M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
CIR
Clear Investment Research Alpharetta, Georgia $63.9M AUM 11.37% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return

Phillips Wealth Planners's RJDI Position: Q1 2026 in Review

Phillips Wealth Planners held its RJ Eagle GCM Dividend Select Income ETF (RJDI) position steady in Q1 2026 at 11,638 shares worth $336K. The position accounts for 0.25% of the portfolio, ranked #132.

Phillips Wealth Planners first reported a position in RJDI in Q4 2025 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold RJDI as of Q1 2026.

  • Phillips Wealth Planners held 11,638 shares of RJ Eagle GCM Dividend Select Income ETF worth $336K as of Q1 2026.
  • Phillips Wealth Planners left its RJ Eagle GCM Dividend Select Income ETF share count unchanged in Q1 2026.
  • RJ Eagle GCM Dividend Select Income ETF made up 0.25% of Phillips Wealth Planners's portfolio in Q1 2026, its #132 holding.
  • Phillips Wealth Planners first reported a position in RJ Eagle GCM Dividend Select Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held RJ Eagle GCM Dividend Select Income ETF as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.