C2C Wealth Management
INCM icon

C2C Wealth Management’s Franklin Income Focus ETF INCM Stock Holding History

C2C 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
Q3 		$441K Hold
15,500
– – 0.34% 54
2026
Q2 		$447K Buy
15,500
+3,500
+29% +$102K 0.35% 54
2026
Q1 		$345K Buy
12,000
+3,000
+33% +$86.9K 0.29% 64
2025
Q4 		$252K Buy
+9,000
New +$251K 0.21% 75

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Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Base Wealth Management
Base Wealth Management Lakewood Ranch, Florida $225M AUM 10.53% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Richards, Merrill & Peterson
Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return
Kennedy Investment Group
Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

C2C Wealth Management's INCM Position: Q3 2026 in Review

C2C Wealth Management held its Franklin Income Focus ETF (INCM) position steady in Q3 2026 at 15,500 shares worth $441K. The position accounts for 0.34% of the portfolio, ranked #54.

C2C Wealth Management first reported a position in INCM in Q4 2025 and has held it in 4 quarters since. The position peaked at $447K in Q2 2026. 30 funds tracked by Wall St. Rank hold INCM as of Q3 2026.

  • C2C Wealth Management held 15,500 shares of Franklin Income Focus ETF worth $441K as of Q3 2026.
  • C2C Wealth Management left its Franklin Income Focus ETF share count unchanged in Q3 2026.
  • Franklin Income Focus ETF made up 0.34% of C2C Wealth Management's portfolio in Q3 2026, its #54 holding.
  • C2C Wealth Management first reported a position in Franklin Income Focus ETF in Q4 2025 and has held it in 4 quarters since.
  • C2C Wealth Management's Franklin Income Focus ETF position peaked at $447K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.