Arkadios Wealth Advisors’s Franklin Income Focus ETF INCM Stock Holding History

Arkadios Wealth Advisors’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	$1.79M	Buy	62,192 +2,098	+3%	+$61.2K	0.03%	574
2026 Q1	$1.73M	Sell	60,094 -1,074	-2%	-$31.1K	0.03%	572
2025 Q4	$1.72M	Sell	61,168 -353	-0.6%	-$9.84K	0.03%	502
2025 Q3	$1.71M	Buy	61,521 +573	+0.9%	+$15.7K	0.04%	440
2025 Q2	$1.65M	Sell	60,948 -288	-0.5%	-$7.58K	0.05%	395
2025 Q1	$1.63M	Buy	+61,236	New	+$1.63M	0.06%	336

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

Arkadios Wealth Advisors's INCM Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Franklin Income Focus ETF (INCM) stake by 3.5% in Q2 2026, buying an estimated $61.2K and bringing the position to 62,192 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #574.

Arkadios Wealth Advisors first reported a position in INCM in Q1 2025 and has held it in 6 quarters since. 121 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

Arkadios Wealth Advisors held 62,192 shares of Franklin Income Focus ETF worth $1.79M as of Q2 2026.
Arkadios Wealth Advisors bought 2,098 Franklin Income Focus ETF shares in Q2 2026, an estimated $61.2K.
Franklin Income Focus ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #574 holding.
Arkadios Wealth Advisors first reported a position in Franklin Income Focus ETF in Q1 2025 and has held it in 6 quarters since.
121 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.