AO
INCM icon

Advisor OS’s Franklin Income Focus ETF INCM Stock Holding History

Advisor OS’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
Q2 		– Sell
-7,532
Closed -$217K – 605
2026
Q1 		$217K Buy
+7,532
New +$218K 0.02% 522

Other funds holding INCM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
BWM
Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Advisor OS's INCM Position: Q2 2026 in Review

Advisor OS sold out of Franklin Income Focus ETF (INCM) in Q2 2026, closing a stake of 7,532 shares — an estimated $217K sold.

Advisor OS first reported a position in INCM in Q1 2026 and held it in 1 quarter. The position peaked at $217K in Q1 2026. 80 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

  • Advisor OS reported no remaining Franklin Income Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Advisor OS sold 7,532 Franklin Income Focus ETF shares in Q2 2026, an estimated $217K.
  • Advisor OS first reported a position in Franklin Income Focus ETF in Q1 2026 and held it in 1 quarter.
  • Advisor OS's Franklin Income Focus ETF position peaked at $217K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.