CAPTRUST Financial Advisors’s Franklin Income Focus ETF INCM Stock Holding History

CAPTRUST Financial Advisors’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	$251K	Buy	+8,702	New	+$254K	﹤0.01%	2723

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

CAPTRUST Financial Advisors's INCM Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Franklin Income Focus ETF (INCM) in Q2 2026: 8,702 shares worth $251K. The stake represents ﹤0.01% of the portfolio and ranks #2723 among its holdings.

120 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

CAPTRUST Financial Advisors held 8,702 shares of Franklin Income Focus ETF worth $251K as of Q2 2026.
Franklin Income Focus ETF was a new CAPTRUST Financial Advisors position in Q2 2026.
Franklin Income Focus ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2723 holding.
120 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.