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Brinker Capital Investments’s Franklin Income Focus ETF INCM Stock Holding History

Brinker Capital Investments’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
Q1 		$351K Buy
+12,213
New +$354K ﹤0.01% 1607
2024
Q4 		– Sell
-8,264
Closed -$225K – 1868
2024
Q3 		$225K Buy
+8,264
New +$220K ﹤0.01% 1660

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $269M AUM 16.92% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brinker Capital Investments's INCM Position: Q1 2026 in Review

Brinker Capital Investments opened a new position in Franklin Income Focus ETF (INCM) in Q1 2026: 12,213 shares worth $351K. The stake represents ﹤0.01% of the portfolio and ranks #1607 among its holdings. This is a return to the name: Brinker Capital Investments previously reported a position in INCM as recently as Q3 2024.

Brinker Capital Investments first reported a position in INCM in Q3 2024 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold INCM as of Q1 2026.

  • Brinker Capital Investments held 12,213 shares of Franklin Income Focus ETF worth $351K as of Q1 2026.
  • Franklin Income Focus ETF was a new Brinker Capital Investments position in Q1 2026.
  • Franklin Income Focus ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1607 holding.
  • Brinker Capital Investments first reported a position in Franklin Income Focus ETF in Q3 2024 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.