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 Q2	$1.08M	Sell	37,543 -553	-1%	-$16.1K	0.31%	66
2026 Q1	$1.1M	Buy	+38,096	New	+$1.1M	0.36%	63

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

Arrowroot Family Office's INCM Position: Q2 2026 in Review

Arrowroot Family Office reduced its Franklin Income Focus ETF (INCM) stake by 1.5% in Q2 2026, selling an estimated $16.1K and leaving 37,543 shares worth $1.08M. The position accounts for 0.31% of the portfolio, ranked #66.

Arrowroot Family Office first reported a position in INCM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.1M in Q1 2026. 121 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

Arrowroot Family Office held 37,543 shares of Franklin Income Focus ETF worth $1.08M as of Q2 2026.
Arrowroot Family Office sold 553 Franklin Income Focus ETF shares in Q2 2026, an estimated $16.1K.
Franklin Income Focus ETF made up 0.31% of Arrowroot Family Office's portfolio in Q2 2026, its #66 holding.
Arrowroot Family Office first reported a position in Franklin Income Focus ETF in Q1 2026 and has held it in 2 quarters since.
Arrowroot Family Office's Franklin Income Focus ETF position peaked at $1.1M in Q1 2026.
121 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.