Cetera Investment Advisers
INCM icon

Cetera Investment Advisers’s Franklin Income Focus ETF INCM Stock Holding History

Cetera Investment Advisers’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 		$17.9M Buy
621,105
+44,721
+8% +$1.29M 0.02% 737
2025
Q4 		$16.2M Buy
576,384
+44,061
+8% +$1.23M 0.02% 764
2025
Q3 		$14.8M Buy
532,323
+104,171
+24% +$2.86M 0.02% 781
2025
Q2 		$11.6M Buy
428,152
+109,968
+35% +$2.89M 0.02% 748
2025
Q1 		$8.47M Buy
318,184
+55,482
+21% +$1.48M 0.02% 848
2024
Q4 		$6.86M Buy
262,702
+26,298
+11% +$707K 0.01% 875
2024
Q3 		$6.43M Buy
236,404
+160,275
+211% +$4.27M 0.01% 883
2024
Q2 		$1.97M Buy
76,129
+22,828
+43% +$588K ﹤0.01% 1587
2024
Q1 		$1.39M Buy
+53,301
New +$1.37M ﹤0.01% 1813

Other funds holding INCM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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