Carson Wealth (CWM LLC)’s Franklin Income Focus ETF INCM Stock Holding History

Carson Wealth (CWM LLC)’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	$11M	Buy	381,500 +174,181	+84%	+$5.04M	0.03%	518
2025 Q4	$5.81M	Buy	207,319 +74,291	+56%	+$2.07M	0.02%	719
2025 Q3	$3.69M	Buy	133,028 +70,688	+113%	+$1.94M	0.01%	839
2025 Q2	$1.69M	Buy	62,340 +49,003	+367%	+$1.29M	0.01%	1007
2025 Q1	$355K	Buy	13,337 +12,804	+2,402%	+$341K	﹤0.01%	1592
2024 Q4	$14K	Buy	+533	New	+$14.3K	﹤0.01%	3676

Other funds holding INCM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s INCM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Franklin Income Focus ETF (INCM) stake by 84% in Q1 2026, buying an estimated $5.04M and bringing the position to 381,500 shares worth $11M. The position accounts for 0.03% of the portfolio, ranked #518.

Carson Wealth (CWM LLC) first reported a position in INCM in Q4 2024 and has held it in 6 quarters since. 114 funds tracked by Wall St. Rank hold INCM as of Q1 2026.

Carson Wealth (CWM LLC) held 381,500 shares of Franklin Income Focus ETF worth $11M as of Q1 2026.
Carson Wealth (CWM LLC) bought 174,181 Franklin Income Focus ETF shares in Q1 2026, an estimated $5.04M.
Franklin Income Focus ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #518 holding.
Carson Wealth (CWM LLC) first reported a position in Franklin Income Focus ETF in Q4 2024 and has held it in 6 quarters since.
114 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.