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 Q3	$281K	Hold	9,865	–	–	0.01%	627
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 $468B AUM 17.69% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Summit Investment Advisory Services Roseville, Minnesota $403M AUM 13.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Base Wealth Management Lakewood Ranch, Florida $225M AUM 10.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cornerstone Wealth Management's INCM Position: Q3 2026 in Review

Cornerstone Wealth Management held its Franklin Income Focus ETF (INCM) position steady in Q3 2026 at 9,865 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #627.

Cornerstone Wealth Management first reported a position in INCM in Q2 2025 and has held it in 6 quarters since. The position peaked at $285K in Q2 2026. 75 funds tracked by Wall St. Rank hold INCM as of Q3 2026.

Cornerstone Wealth Management held 9,865 shares of Franklin Income Focus ETF worth $281K as of Q3 2026.
Cornerstone Wealth Management left its Franklin Income Focus ETF share count unchanged in Q3 2026.
Franklin Income Focus ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #627 holding.
Cornerstone Wealth Management first reported a position in Franklin Income Focus ETF in Q2 2025 and has held it in 6 quarters since.
Cornerstone Wealth Management's Franklin Income Focus ETF position peaked at $285K in Q2 2026.
75 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.