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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
Q2 		$251K Buy
8,713
+5
+0.1% +$146 0.07% 154
2026
Q1 		$250K Buy
+8,708
New +$252K 0.09% 135

Other funds holding INCM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Avaii Wealth Management's INCM Position: Q2 2026 in Review

Avaii Wealth Management increased its Franklin Income Focus ETF (INCM) stake by 0.06% in Q2 2026, buying an estimated $146 and bringing the position to 8,713 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #154.

Avaii Wealth Management first reported a position in INCM in Q1 2026 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

  • Avaii Wealth Management held 8,713 shares of Franklin Income Focus ETF worth $251K as of Q2 2026.
  • Avaii Wealth Management bought 5 Franklin Income Focus ETF shares in Q2 2026, an estimated $146.
  • Franklin Income Focus ETF made up 0.07% of Avaii Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Avaii Wealth Management first reported a position in Franklin Income Focus ETF in Q1 2026 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.