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Atria Wealth Solutions’s Franklin Income Focus ETF INCM Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-8,058
Closed -$215K – 1690
2025
Q1 		$215K Buy
+8,058
New +$215K ﹤0.01% 1677

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Atria Wealth Solutions's INCM Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Franklin Income Focus ETF (INCM) in Q2 2025, closing a stake of 8,058 shares — an estimated $215K sold.

Atria Wealth Solutions first reported a position in INCM in Q1 2025 and held it in 1 quarter. The position peaked at $215K in Q1 2025. 80 funds tracked by Wall St. Rank hold INCM as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Franklin Income Focus ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,058 Franklin Income Focus ETF shares in Q2 2025, an estimated $215K.
  • Atria Wealth Solutions first reported a position in Franklin Income Focus ETF in Q1 2025 and held it in 1 quarter.
  • Atria Wealth Solutions's Franklin Income Focus ETF position peaked at $215K in Q1 2025.
  • 80 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.