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

SIAS

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

BWM

Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RMP

Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 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. 41 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.
41 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.