Formidable Asset Management, LLC

Position in RJF — Raymond James Financial Inc

CIK 1592613 CINCINNATI, OH

Position in RJF

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$1,103,010

-$120,043 QoQ

Shares Held

7,618

+0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Formidable Asset Management, LLC holds $37,028,094 across 27 Asset Management names. RJF ranks #8 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GGN	GAMCO Global Gold, Natural Resources & Income Trust	1,376,536	$7,323,171
2	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	843,399	$7,303,835
3	ECAT	BlackRock ESG Capital Allocation Term Trust	301,869	$4,099,381
4	EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	113,692	$2,791,138
5	HQL	abrdn Life Sciences Investors	158,385	$2,576,923
6	ETO	Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund	51,874	$1,382,442
7	BGR	BlackRock Energy & Resources Trust	77,702	$1,345,021
8	RJF	Raymond James Financial Inc This page	7,618	$1,103,010

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,103,010	7,618	+0.0%	Shares	Sole	2026-04-22
2025-12-31	$1,223,053	7,616	-2.1%	Shares	Sole	2026-01-16
2025-09-30	$1,342,137	7,776	-0.3%	Shares	Sole	2025-10-29
2025-06-30	$1,196,746	7,803	0.0%	Shares	Sole	2025-07-16
2025-03-31	$1,083,914	7,803	-1.2%	Shares	Sole	2025-05-05
2024-12-31	$1,227,262	7,901	+0.9%	Shares	Sole	2025-02-19
2024-09-30	$959,351	7,834	+0.2%	Shares	Sole	2024-11-12
2024-06-30	$966,506	7,819	+0.3%	Shares	Sole	2024-08-08
2024-03-31	$1,001,419	7,798	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.