Raymond James Financial
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Raymond James Financial’s Adaptive Core ETF RULE Stock Holding History

Raymond James Financial’s Portfolio RULE Stock Details RULE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-60
Closed -$1.35K – 6405
2025
Q2 		$1.35K Buy
+60
New +$1.27K ﹤0.01% 6508

Other funds holding RULE

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RL
Rogco LP Claremore, Oklahoma $327M AUM 19.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Raymond James Financial sold out of Adaptive Core ETF (RULE) in Q3 2025, closing a stake of 60 shares — an estimated $1.35K sold.

Raymond James Financial first reported a position in RULE in Q2 2025 and held it in 1 quarter. The position peaked at $1.35K in Q2 2025. 3 funds tracked by Wall St. Rank hold RULE as of Q3 2025.

  • Raymond James Financial reported no remaining Adaptive Core ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 60 Adaptive Core ETF shares in Q3 2025, an estimated $1.35K.
  • Raymond James Financial first reported a position in Adaptive Core ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Adaptive Core ETF position peaked at $1.35K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Adaptive Core ETF as of Q3 2025.

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