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

Cornerstone 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 Q2	$285K	Hold	9,865	–	–	0.01%	625
2026 Q1	$284K	Hold	9,865	–	–	0.01%	590
2025 Q4	$277K	Buy	9,865 +2,250	+30%	+$62.7K	0.01%	571
2025 Q3	$211K	Hold	7,615	–	–	0.01%	640
2025 Q2	$206K	Buy	+7,615	New	+$200K	0.01%	612

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

Cornerstone Wealth Management's INCM Position: Q2 2026 in Review

Cornerstone Wealth Management held its Franklin Income Focus ETF (INCM) position steady in Q2 2026 at 9,865 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #625.

Cornerstone Wealth Management first reported a position in INCM in Q2 2025 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

Cornerstone Wealth Management held 9,865 shares of Franklin Income Focus ETF worth $285K as of Q2 2026.
Cornerstone Wealth Management left its Franklin Income Focus ETF share count unchanged in Q2 2026.
Franklin Income Focus ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #625 holding.
Cornerstone Wealth Management first reported a position in Franklin Income Focus ETF in Q2 2025 and has held it in 5 quarters since.
122 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.