Raymond James Financial
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Raymond James Financial’s Fidelity Dynamic Buffered Equity ETF FBUF Stock Holding History

Raymond James Financial’s Portfolio FBUF Stock Details FBUF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$674K Buy
20,880
+3,398
+19% +$108K ﹤0.01% 4288
2026
Q1 		$526K Sell
17,482
-2,995
-15% -$92.6K ﹤0.01% 4311
2025
Q4 		$633K Buy
+20,477
New +$622K ﹤0.01% 4102

Other funds holding FBUF

GTAM
Global Trust Asset Management West Palm Beach, Florida $320M AUM 83.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Raymond James Financial's FBUF Position: Q2 2026 in Review

Raymond James Financial increased its Fidelity Dynamic Buffered Equity ETF (FBUF) stake by 19% in Q2 2026, buying an estimated $108K and bringing the position to 20,880 shares worth $674K. The position accounts for ﹤0.01% of the portfolio, ranked #4288.

Raymond James Financial first reported a position in FBUF in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold FBUF as of Q2 2026.

  • Raymond James Financial held 20,880 shares of Fidelity Dynamic Buffered Equity ETF worth $674K as of Q2 2026.
  • Raymond James Financial bought 3,398 Fidelity Dynamic Buffered Equity ETF shares in Q2 2026, an estimated $108K.
  • Fidelity Dynamic Buffered Equity ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4288 holding.
  • Raymond James Financial first reported a position in Fidelity Dynamic Buffered Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Fidelity Dynamic Buffered Equity ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.