Raymond James Financial
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Raymond James Financial’s ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 MLPB Stock Holding History

Raymond James Financial’s Portfolio MLPB Stock Details MLPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,700
Closed -$44.2K – 6027
2025
Q2 		$44.2K Buy
+1,700
New +$43.5K ﹤0.01% 5234

Other funds holding MLPB

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

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

Raymond James Financial sold out of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) in Q3 2025, closing a stake of 1,700 shares — an estimated $44.2K sold.

Raymond James Financial first reported a position in MLPB in Q2 2025 and held it in 1 quarter. The position peaked at $44.2K in Q2 2025. 28 funds tracked by Wall St. Rank hold MLPB as of Q3 2025.

  • Raymond James Financial reported no remaining ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,700 ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 shares in Q3 2025, an estimated $44.2K.
  • Raymond James Financial first reported a position in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 position peaked at $44.2K in Q2 2025.
  • 28 funds tracked by Wall St. Rank held ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 as of Q3 2025.

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