Raymond James Financial
VETZ icon

Raymond James Financial’s Academy Veteran Bond ETF VETZ Stock Holding History

Raymond James Financial’s Portfolio VETZ Stock Details VETZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$451K Buy
22,588
+9,995
+79% +$200K ﹤0.01% 4416
2025
Q4 		$252K Buy
+12,593
New +$253K ﹤0.01% 4676
2025
Q3 		– Sell
-9
Closed -$180 – 6719
2025
Q2 		$180 Buy
+9
New +$178 ﹤0.01% 6796

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AWMT
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial increased its Academy Veteran Bond ETF (VETZ) stake by 79% in Q1 2026, buying an estimated $200K and bringing the position to 22,588 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #4416.

Raymond James Financial first reported a position in VETZ in Q2 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold VETZ as of Q1 2026.

  • Raymond James Financial held 22,588 shares of Academy Veteran Bond ETF worth $451K as of Q1 2026.
  • Raymond James Financial bought 9,995 Academy Veteran Bond ETF shares in Q1 2026, an estimated $200K.
  • Academy Veteran Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4416 holding.
  • Raymond James Financial first reported a position in Academy Veteran Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Academy Veteran Bond ETF as of Q1 2026.

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