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
2026 Q2	$579K	Buy	+20,051	New	+$585K	0.01%	738
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 $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $3.81B AUM 32.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameritas Advisory Services's INCM Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Franklin Income Focus ETF (INCM) in Q2 2026: 20,051 shares worth $579K. The stake represents 0.01% of the portfolio and ranks #738 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in INCM as recently as Q3 2025.

Ameritas Advisory Services first reported a position in INCM in Q2 2024 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

Ameritas Advisory Services held 20,051 shares of Franklin Income Focus ETF worth $579K as of Q2 2026.
Franklin Income Focus ETF was a new Ameritas Advisory Services position in Q2 2026.
Franklin Income Focus ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #738 holding.
Ameritas Advisory Services first reported a position in Franklin Income Focus ETF in Q2 2024 and has held it in 7 quarters since.
121 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.