Raymond James Financial
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Raymond James Financial’s Global X Guru Index ETF GURU Stock Holding History

Raymond James Financial’s Portfolio GURU Stock Details GURU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$904K Buy
12,905
+2,066
+19% +$135K ﹤0.01% 4073
2026
Q1 		$638K Buy
10,839
+1,836
+20% +$112K ﹤0.01% 4185
2025
Q4 		$563K Buy
9,003
+4,098
+84% +$253K ﹤0.01% 4179
2025
Q3 		$292K Buy
4,905
+1,524
+45% +$86.3K ﹤0.01% 4429
2025
Q2 		$181K Buy
+3,381
New +$168K ﹤0.01% 4563

Other funds holding GURU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

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

Raymond James Financial increased its Global X Guru Index ETF (GURU) stake by 19% in Q2 2026, buying an estimated $135K and bringing the position to 12,905 shares worth $904K. The position accounts for ﹤0.01% of the portfolio, ranked #4073.

Raymond James Financial first reported a position in GURU in Q2 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold GURU as of Q2 2026.

  • Raymond James Financial held 12,905 shares of Global X Guru Index ETF worth $904K as of Q2 2026.
  • Raymond James Financial bought 2,066 Global X Guru Index ETF shares in Q2 2026, an estimated $135K.
  • Global X Guru Index ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4073 holding.
  • Raymond James Financial first reported a position in Global X Guru Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 20 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q2 2026.

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