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 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 $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

Atria Investments's INCM Position: Q1 2026 in Review

Atria Investments reduced its Franklin Income Focus ETF (INCM) stake by 1.3% in Q1 2026, selling an estimated $4.92K and leaving 12,472 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Atria Investments first reported a position in INCM in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.82M in Q1 2024. 115 funds tracked by Wall St. Rank hold INCM as of Q1 2026.

Atria Investments held 12,472 shares of Franklin Income Focus ETF worth $359K as of Q1 2026.
Atria Investments sold 170 Franklin Income Focus ETF shares in Q1 2026, an estimated $4.92K.
Franklin Income Focus ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1642 holding.
Atria Investments first reported a position in Franklin Income Focus ETF in Q4 2023 and has held it in 7 quarters since.
Atria Investments's Franklin Income Focus ETF position peaked at $2.82M in Q1 2024.
115 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.