Arrowroot Family Office’s Franklin Income Focus ETF INCM Stock Holding History

Arrowroot Family Office’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	$1.1M	Buy	+38,096	New	+$1.1M	0.36%	63

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

Arrowroot Family Office's INCM Position: Q1 2026 in Review

Arrowroot Family Office opened a new position in Franklin Income Focus ETF (INCM) in Q1 2026: 38,096 shares worth $1.1M. The stake represents 0.36% of the portfolio and ranks #63 among its holdings.

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

Arrowroot Family Office held 38,096 shares of Franklin Income Focus ETF worth $1.1M as of Q1 2026.
Franklin Income Focus ETF was a new Arrowroot Family Office position in Q1 2026.
Franklin Income Focus ETF made up 0.36% of Arrowroot Family Office's portfolio in Q1 2026, its #63 holding.
115 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.