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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
Q2 		$338K Hold
11,638
– – 0.25% 127
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 $369B AUM 28.27% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
Tulsa Wealth Advisors
Tulsa Wealth Advisors Tulsa, Oklahoma $710M AUM
SI
Saxon Interests Houston, Texas $362M AUM 28.96% 1-Year Est. Return

Phillips Wealth Planners's RJDI Position: Q2 2026 in Review

Phillips Wealth Planners held its RJ Eagle GCM Dividend Select Income ETF (RJDI) position steady in Q2 2026 at 11,638 shares worth $338K. The position accounts for 0.25% of the portfolio, ranked #127.

Phillips Wealth Planners first reported a position in RJDI in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold RJDI as of Q2 2026.

  • Phillips Wealth Planners held 11,638 shares of RJ Eagle GCM Dividend Select Income ETF worth $338K as of Q2 2026.
  • Phillips Wealth Planners left its RJ Eagle GCM Dividend Select Income ETF share count unchanged in Q2 2026.
  • RJ Eagle GCM Dividend Select Income ETF made up 0.25% of Phillips Wealth Planners's portfolio in Q2 2026, its #127 holding.
  • Phillips Wealth Planners first reported a position in RJ Eagle GCM Dividend Select Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held RJ Eagle GCM Dividend Select Income ETF as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.