Atria Investments’s Franklin Income Focus ETF INCM Stock Holding History

Atria Investments’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	$365K	Buy	12,666 +194	+2%	+$5.66K	﹤0.01%	1718
2026 Q1	$359K	Sell	12,472 -170	-1%	-$4.92K	﹤0.01%	1642
2025 Q4	$354K	Buy	12,642 +70	+0.6%	+$1.95K	﹤0.01%	1651
2025 Q3	$349K	Buy	12,572 +79	+0.6%	+$2.17K	﹤0.01%	1632
2025 Q2	$338K	Buy	12,493 +2,210	+21%	+$58.1K	﹤0.01%	1649
2025 Q1	$274K	Buy	+10,283	New	+$274K	﹤0.01%	1665
2024 Q2	–	Sell	-108,133	Closed	-$2.82M	–	1912
2024 Q1	$2.82M	Buy	108,133 +20,423	+23%	+$525K	0.04%	527
2023 Q4	$2.25M	Buy	+87,710	New	+$2.15M	0.03%	554

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

Atria Investments's INCM Position: Q2 2026 in Review

Atria Investments increased its Franklin Income Focus ETF (INCM) stake by 1.6% in Q2 2026, buying an estimated $5.66K and bringing the position to 12,666 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Atria Investments first reported a position in INCM in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.82M in Q1 2024. 122 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

Atria Investments held 12,666 shares of Franklin Income Focus ETF worth $365K as of Q2 2026.
Atria Investments bought 194 Franklin Income Focus ETF shares in Q2 2026, an estimated $5.66K.
Franklin Income Focus ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1718 holding.
Atria Investments first reported a position in Franklin Income Focus ETF in Q4 2023 and has held it in 8 quarters since.
Atria Investments's Franklin Income Focus ETF position peaked at $2.82M in Q1 2024.
122 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.