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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAR
Trask Adam Roland $106M AUM
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Raymond James Financial's GURU Position: Q1 2026 in Review

Raymond James Financial increased its Global X Guru Index ETF (GURU) stake by 20% in Q1 2026, buying an estimated $112K and bringing the position to 10,839 shares worth $638K. The position accounts for ﹤0.01% of the portfolio, ranked #4185.

Raymond James Financial first reported a position in GURU in Q2 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold GURU as of Q1 2026.

  • Raymond James Financial held 10,839 shares of Global X Guru Index ETF worth $638K as of Q1 2026.
  • Raymond James Financial bought 1,836 Global X Guru Index ETF shares in Q1 2026, an estimated $112K.
  • Global X Guru Index ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4185 holding.
  • Raymond James Financial first reported a position in Global X Guru Index ETF in Q2 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.