Ameritas Advisory Services’s Franklin Income Focus ETF INCM Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-15,782	Closed	-$438K	–	1516
2025 Q3	$438K	Buy	15,782 +11,763	+293%	+$323K	0.03%	432
2025 Q2	$109K	Sell	4,019 -10,403	-72%	-$274K	0.01%	954
2025 Q1	$376K	Hold	14,422	–	–	0.02%	633
2024 Q4	$376K	Buy	14,422 +6,212	+76%	+$167K	0.01%	662
2024 Q3	$223K	Buy	8,210 +410	+5%	+$10.9K	0.01%	778
2024 Q2	$202K	Buy	+7,800	New	+$201K	0.01%	851

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

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

SIAS

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

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

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

LFG

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

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

Ameritas Advisory Services's INCM Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Franklin Income Focus ETF (INCM) in Q4 2025, closing a stake of 15,782 shares — an estimated $438K sold.

Ameritas Advisory Services first reported a position in INCM in Q2 2024 and held it in 6 quarters. The position peaked at $438K in Q3 2025. 95 funds tracked by Wall St. Rank hold INCM as of Q4 2025.

Ameritas Advisory Services reported no remaining Franklin Income Focus ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 15,782 Franklin Income Focus ETF shares in Q4 2025, an estimated $438K.
Ameritas Advisory Services first reported a position in Franklin Income Focus ETF in Q2 2024 and held it in 6 quarters.
Ameritas Advisory Services's Franklin Income Focus ETF position peaked at $438K in Q3 2025.
95 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.