Raymond James Financial’s Principal Capital Appreciation Select ETF LCAP Stock Holding History

Raymond James Financial’s Portfolio LCAP Stock Details LCAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-264	Closed	-$7.08K	–	7013
2025 Q2	$7.08K	Buy	+264	New	+$6.64K	﹤0.01%	6053

Other funds holding LCAP

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Raymond James Financial sold out of Principal Capital Appreciation Select ETF (LCAP) in Q3 2025, closing a stake of 264 shares — an estimated $7.08K sold.

Raymond James Financial first reported a position in LCAP in Q2 2025 and held it in 1 quarter. The position peaked at $7.08K in Q2 2025. 4 funds tracked by Wall St. Rank hold LCAP as of Q3 2025.

Raymond James Financial reported no remaining Principal Capital Appreciation Select ETF position as of Q3 2025 after selling out during the quarter.
Raymond James Financial sold 264 Principal Capital Appreciation Select ETF shares in Q3 2025, an estimated $7.08K.
Raymond James Financial first reported a position in Principal Capital Appreciation Select ETF in Q2 2025 and held it in 1 quarter.
Raymond James Financial's Principal Capital Appreciation Select ETF position peaked at $7.08K in Q2 2025.
4 funds tracked by Wall St. Rank held Principal Capital Appreciation Select ETF as of Q3 2025.

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