AE Wealth Management’s Franklin Income Focus ETF INCM Stock Holding History

AE Wealth Management’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	$138K	Buy	+4,787	New	+$139K	﹤0.01%	1704

Other funds holding INCM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $398M AUM 21.26% 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

AE Wealth Management's INCM Position: Q1 2026 in Review

AE Wealth Management opened a new position in Franklin Income Focus ETF (INCM) in Q1 2026: 4,787 shares worth $138K. The stake represents ﹤0.01% of the portfolio and ranks #1704 among its holdings.

115 funds tracked by Wall St. Rank hold INCM as of Q1 2026.

AE Wealth Management held 4,787 shares of Franklin Income Focus ETF worth $138K as of Q1 2026.
Franklin Income Focus ETF was a new AE Wealth Management position in Q1 2026.
Franklin Income Focus ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1704 holding.
115 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.