EWA
INCM icon

EverSource Wealth Advisors’s Franklin Income Focus ETF INCM Stock Holding History

EverSource Wealth Advisors’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
2025
Q3 		– Sell
-169
Closed -$4.57K – 4399
2025
Q2 		$4.57K Hold
169
– – ﹤0.01% 3196
2025
Q1 		$4.5K Buy
+169
New +$4.51K ﹤0.01% 2548

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $269M AUM 16.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EverSource Wealth Advisors's INCM Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Franklin Income Focus ETF (INCM) in Q3 2025, closing a stake of 169 shares — an estimated $4.57K sold.

EverSource Wealth Advisors first reported a position in INCM in Q1 2025 and held it in 2 quarters. The position peaked at $4.57K in Q2 2025. 84 funds tracked by Wall St. Rank hold INCM as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining Franklin Income Focus ETF position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 169 Franklin Income Focus ETF shares in Q3 2025, an estimated $4.57K.
  • EverSource Wealth Advisors first reported a position in Franklin Income Focus ETF in Q1 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's Franklin Income Focus ETF position peaked at $4.57K in Q2 2025.
  • 84 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.