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

Base 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	$10.3M	Buy	356,455 +37,137	+12%	+$1.08M	4.78%	6
2026 Q1	$9.18M	Sell	319,318 -22,621	-7%	-$655K	5.14%	6
2025 Q4	$9.59M	Buy	341,939 +38,554	+13%	+$1.07M	5.16%	6
2025 Q3	$8.42M	Buy	303,385 +31,809	+12%	+$873K	4.8%	8
2025 Q2	$7.35M	Buy	+271,576	New	+$7.14M	4.71%	8

Other funds holding INCM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIAS

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

SFS

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Base Wealth Management increased its Franklin Income Focus ETF (INCM) stake by 12% in Q2 2026, buying an estimated $1.08M and bringing the position to 356,455 shares worth $10.3M. The position accounts for 4.78% of the portfolio, ranked #6.

Base Wealth Management first reported a position in INCM in Q2 2025 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

Base Wealth Management held 356,455 shares of Franklin Income Focus ETF worth $10.3M as of Q2 2026.
Base Wealth Management bought 37,137 Franklin Income Focus ETF shares in Q2 2026, an estimated $1.08M.
Franklin Income Focus ETF made up 4.78% of Base Wealth Management's portfolio in Q2 2026, its #6 holding.
Base Wealth Management first reported a position in Franklin Income Focus ETF in Q2 2025 and has held it in 5 quarters since.
90 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.