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

Raymond James Financial’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
2026 Q1	$67.5M	Buy	2,349,307 +178,596	+8%	+$5.17M	0.02%	697
2025 Q4	$60.9M	Buy	2,170,711 +218,738	+11%	+$6.1M	0.02%	729
2025 Q3	$54.1M	Buy	1,951,973 +258,689	+15%	+$7.1M	0.02%	763
2025 Q2	$45.8M	Buy	1,693,284 +219,781	+15%	+$5.78M	0.02%	808
2025 Q1	$39.2M	Buy	1,473,503 +359,680	+32%	+$9.59M	0.01%	847
2024 Q4	$29.1M	Buy	+1,113,823	New	+$29.9M	0.01%	1054

Other funds holding INCM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SIAS

Summit Investment Advisory Services Roseville, Minnesota $269M AUM 16.92% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

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

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

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

Raymond James Financial increased its Franklin Income Focus ETF (INCM) stake by 8.2% in Q1 2026, buying an estimated $5.17M and bringing the position to 2,349,307 shares worth $67.5M. The position accounts for 0.02% of the portfolio, ranked #697.

Raymond James Financial first reported a position in INCM in Q4 2024 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold INCM as of Q1 2026.

Raymond James Financial held 2,349,307 shares of Franklin Income Focus ETF worth $67.5M as of Q1 2026.
Raymond James Financial bought 178,596 Franklin Income Focus ETF shares in Q1 2026, an estimated $5.17M.
Franklin Income Focus ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #697 holding.
Raymond James Financial first reported a position in Franklin Income Focus ETF in Q4 2024 and has held it in 6 quarters since.
115 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q1 2026.

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