Benjamin Edwards Inc’s Franklin Income Focus ETF INCM Stock Holding History

Benjamin Edwards Inc’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	$2.51M	Buy	86,837 +12,726	+17%	+$371K	0.02%	507
2026 Q1	$2.13M	Buy	74,111 +9,002	+14%	+$261K	0.02%	527
2025 Q4	$1.83M	Buy	65,109 +10,095	+18%	+$281K	0.02%	534
2025 Q3	$1.53M	Buy	55,014 +9,142	+20%	+$251K	0.02%	568
2025 Q2	$1.24M	Buy	45,872 +4,480	+11%	+$118K	0.02%	557
2025 Q1	$1.1M	Buy	41,392 +16,918	+69%	+$451K	0.02%	547
2024 Q4	$639K	Buy	+24,474	New	+$658K	0.01%	753

Other funds holding INCM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Benjamin Edwards Inc's INCM Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Franklin Income Focus ETF (INCM) stake by 17% in Q2 2026, buying an estimated $371K and bringing the position to 86,837 shares worth $2.51M. The position accounts for 0.02% of the portfolio, ranked #507.

Benjamin Edwards Inc first reported a position in INCM in Q4 2024 and has held it in 7 quarters since. 120 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

Benjamin Edwards Inc held 86,837 shares of Franklin Income Focus ETF worth $2.51M as of Q2 2026.
Benjamin Edwards Inc bought 12,726 Franklin Income Focus ETF shares in Q2 2026, an estimated $371K.
Franklin Income Focus ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #507 holding.
Benjamin Edwards Inc first reported a position in Franklin Income Focus ETF in Q4 2024 and has held it in 7 quarters since.
120 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.