Raymond James Financial Services Advisors’s Franklin Income Focus ETF INCM Stock Holding History

Raymond James Financial Services Advisors’s Portfolio INCM Stock Details INCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$18.1M	Buy	665,081 +87,173	+15%	+$2.32M	0.02%	581
2024 Q2	$14.9M	Buy	577,908 +70,645	+14%	+$1.82M	0.02%	633
2024 Q1	$13.2M	Buy	507,263 +228,775	+82%	+$5.88M	0.02%	680
2023 Q4	$7.16M	Buy	+278,488	New	+$6.82M	0.01%	903

Other funds holding INCM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial Services Advisors's INCM Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Franklin Income Focus ETF (INCM) stake by 15% in Q3 2024, buying an estimated $2.32M and bringing the position to 665,081 shares worth $18.1M. The position accounts for 0.02% of the portfolio, ranked #581.

Raymond James Financial Services Advisors first reported a position in INCM in Q4 2023 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold INCM as of Q3 2024.

Raymond James Financial Services Advisors held 665,081 shares of Franklin Income Focus ETF worth $18.1M as of Q3 2024.
Raymond James Financial Services Advisors bought 87,173 Franklin Income Focus ETF shares in Q3 2024, an estimated $2.32M.
Franklin Income Focus ETF made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #581 holding.
Raymond James Financial Services Advisors first reported a position in Franklin Income Focus ETF in Q4 2023 and has held it in 4 quarters since.
47 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.