Avaii Wealth Management’s Franklin Income Focus ETF INCM Stock Holding History

Avaii Wealth Management’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	$250K	Buy	+8,708	New	+$252K	0.09%	135

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 $269M AUM 16.92% 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

Avaii Wealth Management's INCM Position: Q1 2026 in Review

Avaii Wealth Management opened a new position in Franklin Income Focus ETF (INCM) in Q1 2026: 8,708 shares worth $250K. The stake represents 0.09% of the portfolio and ranks #135 among its holdings.

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

Avaii Wealth Management held 8,708 shares of Franklin Income Focus ETF worth $250K as of Q1 2026.
Franklin Income Focus ETF was a new Avaii Wealth Management position in Q1 2026.
Franklin Income Focus ETF made up 0.09% of Avaii Wealth Management's portfolio in Q1 2026, its #135 holding.
115 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.