Raymond James Financial Services Advisors’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Raymond James Financial Services Advisors’s Portfolio PY Stock Details PY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-39,898	Closed	-$1.55M	–	3379
2022 Q2	$1.55M	Buy	+39,898	New	+$1.68M	﹤0.01%	1590

Other funds holding PY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial Services Advisors's PY Position: Q3 2022 in Review

Raymond James Financial Services Advisors sold out of Principal Exchange-Traded Funds Principal Value ETF (PY) in Q3 2022, closing a stake of 39,898 shares — an estimated $1.55M sold.

Raymond James Financial Services Advisors first reported a position in PY in Q2 2022 and held it in 1 quarter. The position peaked at $1.55M in Q2 2022. 9 funds tracked by Wall St. Rank hold PY as of Q3 2022.

Raymond James Financial Services Advisors reported no remaining Principal Exchange-Traded Funds Principal Value ETF position as of Q3 2022 after selling out during the quarter.
Raymond James Financial Services Advisors sold 39,898 Principal Exchange-Traded Funds Principal Value ETF shares in Q3 2022, an estimated $1.55M.
Raymond James Financial Services Advisors first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q2 2022 and held it in 1 quarter.
Raymond James Financial Services Advisors's Principal Exchange-Traded Funds Principal Value ETF position peaked at $1.55M in Q2 2022.
9 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q3 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.