Morey & Quinn Wealth Partners, LLC

Position in RJF — Raymond James Financial Inc

CIK 2055521 OMAHA, NE

Position in RJF

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$370,953

+$18,390 QoQ

Shares Held

2,440

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#569

of 899 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Morey & Quinn Wealth Partners, LLC holds $4,090,920 across 9 Asset Management names. RJF ranks #5 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	106,205	$1,041,871
2	ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	45,926	$667,764
3	ERC	Allspring Multi-Sector Income Fund	61,031	$562,095
4	JHI	John Hancock Investors Trust	41,477	$552,473
5	RJF	Raymond James Financial Inc This page	2,440	$370,953
6	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	14,842	$276,654
7	FDUS	FIDUS INVESTMENT Corp	13,278	$253,211
8	FPF	First Trust Intermediate Duration Preferred & Income Fund	13,192	$239,698

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$370,953	2,440	+0.2%	Shares	Sole	2026-07-27
2026-03-31	$352,563	2,435	+0.3%	Shares	Sole	2026-04-22
2025-12-31	$389,751	2,427	+0.3%	Shares	Sole	2026-01-27
2025-09-30	$417,519	2,419	+0.4%	Shares	Sole	2025-10-28
2025-06-30	$369,621	2,410	-0.0%	Shares	Sole	2025-07-23
2025-03-31	$334,912	2,411	+0.8%	Shares	Sole	2025-04-17
2024-12-31	$371,549	2,392	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.