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

Raymond James Trust’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 		$332K Buy
12,218
+2,050
+20% +$54.6K 0.01% 982
2024
Q2 		$263K Buy
+10,168
New +$262K 0.01% 1044

Other funds holding INCM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
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
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Trust's INCM Position: Q3 2024 in Review

Raymond James Trust increased its Franklin Income Focus ETF (INCM) stake by 20% in Q3 2024, buying an estimated $54.6K and bringing the position to 12,218 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #982.

Raymond James Trust first reported a position in INCM in Q2 2024 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold INCM as of Q3 2024.

  • Raymond James Trust held 12,218 shares of Franklin Income Focus ETF worth $332K as of Q3 2024.
  • Raymond James Trust bought 2,050 Franklin Income Focus ETF shares in Q3 2024, an estimated $54.6K.
  • Franklin Income Focus ETF made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #982 holding.
  • Raymond James Trust first reported a position in Franklin Income Focus ETF in Q2 2024 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.