Avantax Advisory Services’s Franklin Income Focus ETF INCM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$853K Buy
31,525
+3,599
+13% +$97.4K ﹤0.01% 1263
2025
Q1
$744K Buy
+27,926
New +$744K ﹤0.01% 1254
2024
Q2
Sell
-69,158
Closed -$1.8M 2099
2024
Q1
$1.8M Buy
69,158
+20,033
+41% +$522K 0.02% 563
2023
Q4
$1.26M Buy
+49,125
New +$1.26M 0.01% 635