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

Avantax Advisory Services’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	$853K	Buy	31,525 +3,599	+13%	+$94.7K	﹤0.01%	1263
2025 Q1	$744K	Buy	+27,926	New	+$745K	﹤0.01%	1254
2024 Q2	–	Sell	-69,158	Closed	-$1.8M	–	2102
2024 Q1	$1.8M	Buy	69,158 +20,033	+41%	+$515K	0.02%	563
2023 Q4	$1.26M	Buy	+49,125	New	+$1.2M	0.01%	635

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

SIAS

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Avantax Advisory Services's INCM Position: Q2 2025 in Review

Avantax Advisory Services increased its Franklin Income Focus ETF (INCM) stake by 13% in Q2 2025, buying an estimated $94.7K and bringing the position to 31,525 shares worth $853K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Avantax Advisory Services first reported a position in INCM in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.8M in Q1 2024. 80 funds tracked by Wall St. Rank hold INCM as of Q2 2025.

Avantax Advisory Services held 31,525 shares of Franklin Income Focus ETF worth $853K as of Q2 2025.
Avantax Advisory Services bought 3,599 Franklin Income Focus ETF shares in Q2 2025, an estimated $94.7K.
Franklin Income Focus ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1263 holding.
Avantax Advisory Services first reported a position in Franklin Income Focus ETF in Q4 2023 and has held it in 4 quarters since.
Avantax Advisory Services's Franklin Income Focus ETF position peaked at $1.8M in Q1 2024.
80 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.