Raymond James Financial
PY icon

Raymond James Financial’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Raymond James Financial’s Portfolio PY Stock Details PY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,365
Closed -$117K – 6321
2025
Q2 		$117K Buy
+2,365
New +$112K ﹤0.01% 4794

Other funds holding PY

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PS
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Raymond James Financial sold out of Principal Exchange-Traded Funds Principal Value ETF (PY) in Q3 2025, closing a stake of 2,365 shares — an estimated $117K sold.

Raymond James Financial first reported a position in PY in Q2 2025 and held it in 1 quarter. The position peaked at $117K in Q2 2025. 18 funds tracked by Wall St. Rank hold PY as of Q3 2025.

  • Raymond James Financial reported no remaining Principal Exchange-Traded Funds Principal Value ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 2,365 Principal Exchange-Traded Funds Principal Value ETF shares in Q3 2025, an estimated $117K.
  • Raymond James Financial first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Principal Exchange-Traded Funds Principal Value ETF position peaked at $117K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q3 2025.

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