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 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 $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 $269M AUM 16.92% 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

Arkadios Wealth Advisors's INCM Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Franklin Income Focus ETF (INCM) stake by 1.8% in Q1 2026, selling an estimated $31.1K and leaving 60,094 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #572.

Arkadios Wealth Advisors first reported a position in INCM in Q1 2025 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold INCM as of Q1 2026.

Arkadios Wealth Advisors held 60,094 shares of Franklin Income Focus ETF worth $1.73M as of Q1 2026.
Arkadios Wealth Advisors sold 1,074 Franklin Income Focus ETF shares in Q1 2026, an estimated $31.1K.
Franklin Income Focus ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #572 holding.
Arkadios Wealth Advisors first reported a position in Franklin Income Focus ETF in Q1 2025 and has held it in 5 quarters since.
115 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.