Commonwealth Equity Services’s Franklin Income Focus ETF INCM Stock Holding History

Commonwealth Equity Services’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	$8.25M	Buy	285,802 +38,918	+16%	+$1.14M	0.01%	1069
2026 Q1	$7.1M	Buy	246,884 +14,912	+6%	+$432K	0.01%	1114
2025 Q4	$6.5M	Sell	231,972 -3,945	-2%	-$110K	0.01%	1143
2025 Q3	$6.54M	Sell	235,917 -6,440	-3%	-$177K	0.01%	1165
2025 Q2	$6.56M	Sell	242,357 -2,127	-0.9%	-$56K	0.01%	1140
2025 Q1	$6.51M	Buy	244,484 +46,135	+23%	+$1.23M	0.01%	1106
2024 Q4	$5.18M	Buy	198,349 +68,103	+52%	+$1.83M	0.01%	1215
2024 Q3	$3.54M	Buy	130,246 +9,713	+8%	+$259K	0.01%	1463
2024 Q2	$3.12M	Buy	120,533 +688	+0.6%	+$17.7K	﹤0.01%	1500
2024 Q1	$3.13M	Buy	119,845 +24,706	+26%	+$635K	0.01%	1462
2023 Q4	$2.44M	Buy	95,139 +63,776	+203%	+$1.56M	﹤0.01%	1552
2023 Q3	$762K	Buy	+31,363	New	+$782K	﹤0.01%	2263

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

Commonwealth Equity Services's INCM Position: Q2 2026 in Review

Commonwealth Equity Services increased its Franklin Income Focus ETF (INCM) stake by 16% in Q2 2026, buying an estimated $1.14M and bringing the position to 285,802 shares worth $8.25M. The position accounts for 0.01% of the portfolio, ranked #1069.

Commonwealth Equity Services first reported a position in INCM in Q3 2023 and has held it in 12 quarters since. 121 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

Commonwealth Equity Services held 285,802 shares of Franklin Income Focus ETF worth $8.25M as of Q2 2026.
Commonwealth Equity Services bought 38,918 Franklin Income Focus ETF shares in Q2 2026, an estimated $1.14M.
Franklin Income Focus ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1069 holding.
Commonwealth Equity Services first reported a position in Franklin Income Focus ETF in Q3 2023 and has held it in 12 quarters since.
121 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.