Raymond James Financial’s Franklin Genomic Advancements ETF HELX Stock Holding History

Raymond James Financial’s Portfolio HELX Stock Details HELX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,500	Closed	-$41.6K	–	5726
2025 Q2	$41.6K	Buy	+1,500	New	+$39.7K	﹤0.01%	5263

Other funds holding HELX

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Raymond James Financial sold out of Franklin Genomic Advancements ETF (HELX) in Q3 2025, closing a stake of 1,500 shares — an estimated $41.6K sold.

Raymond James Financial first reported a position in HELX in Q2 2025 and held it in 1 quarter. The position peaked at $41.6K in Q2 2025. 5 funds tracked by Wall St. Rank hold HELX as of Q3 2025.

Raymond James Financial reported no remaining Franklin Genomic Advancements ETF position as of Q3 2025 after selling out during the quarter.
Raymond James Financial sold 1,500 Franklin Genomic Advancements ETF shares in Q3 2025, an estimated $41.6K.
Raymond James Financial first reported a position in Franklin Genomic Advancements ETF in Q2 2025 and held it in 1 quarter.
Raymond James Financial's Franklin Genomic Advancements ETF position peaked at $41.6K in Q2 2025.
5 funds tracked by Wall St. Rank held Franklin Genomic Advancements ETF as of Q3 2025.

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