Raymond James Financial
BDCZ icon

Raymond James Financial’s ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 BDCZ Stock Holding History

Raymond James Financial’s Portfolio BDCZ Stock Details BDCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-839
Closed -$15.5K – 5140
2025
Q2 		$15.5K Buy
+839
New +$15K ﹤0.01% 5711

Other funds holding BDCZ

IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM

Raymond James Financial's BDCZ Position: Q3 2025 in Review

Raymond James Financial sold out of ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 (BDCZ) in Q3 2025, closing a stake of 839 shares — an estimated $15.5K sold.

Raymond James Financial first reported a position in BDCZ in Q2 2025 and held it in 1 quarter. The position peaked at $15.5K in Q2 2025. 8 funds tracked by Wall St. Rank hold BDCZ as of Q3 2025.

  • Raymond James Financial reported no remaining ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 839 ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 shares in Q3 2025, an estimated $15.5K.
  • Raymond James Financial first reported a position in ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 position peaked at $15.5K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.