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Equitable Holdings’s Franklin Income Focus ETF INCM Stock Holding History

Equitable Holdings’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 		$9.26M Buy
327,590
+314,221
+2,350% +$9.1M 0.06% 288
2025
Q4 		$375K Sell
13,369
-878
-6% -$24.5K ﹤0.01% 1226
2025
Q3 		$395K Buy
14,247
+4,736
+50% +$130K ﹤0.01% 1155
2025
Q2 		$257K Buy
+9,511
New +$250K ﹤0.01% 1256

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

Equitable Holdings's INCM Position: Q1 2026 in Review

Equitable Holdings increased its Franklin Income Focus ETF (INCM) stake by 2,350% in Q1 2026, buying an estimated $9.1M and bringing the position to 327,590 shares worth $9.26M. The position accounts for 0.06% of the portfolio, ranked #288.

Equitable Holdings first reported a position in INCM in Q2 2025 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold INCM as of Q1 2026.

  • Equitable Holdings held 327,590 shares of Franklin Income Focus ETF worth $9.26M as of Q1 2026.
  • Equitable Holdings bought 314,221 Franklin Income Focus ETF shares in Q1 2026, an estimated $9.1M.
  • Franklin Income Focus ETF made up 0.06% of Equitable Holdings's portfolio in Q1 2026, its #288 holding.
  • Equitable Holdings first reported a position in Franklin Income Focus ETF in Q2 2025 and has held it in 4 quarters since.
  • 115 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.