Financial Advocates Investment Management’s Franklin Income Focus ETF INCM Stock Holding History

Financial Advocates Investment 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
2025 Q3	–	Sell	-24,410	Closed	-$660K	–	319
2025 Q2	$660K	Buy	24,410 +3,163	+15%	+$83.2K	0.05%	302
2025 Q1	$566K	Buy	21,247 +1,626	+8%	+$43.4K	0.04%	399
2024 Q4	$512K	Buy	19,621 +6,876	+54%	+$185K	0.03%	440
2024 Q3	$346K	Buy	12,745 +3,295	+35%	+$87.7K	0.02%	565
2024 Q2	$244K	Buy	+9,450	New	+$243K	0.02%	626

Other funds holding INCM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIAS

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Financial Advocates Investment Management's INCM Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Franklin Income Focus ETF (INCM) in Q3 2025, closing a stake of 24,410 shares — an estimated $660K sold.

Financial Advocates Investment Management first reported a position in INCM in Q2 2024 and held it in 5 quarters. The position peaked at $660K in Q2 2025. 84 funds tracked by Wall St. Rank hold INCM as of Q3 2025.

Financial Advocates Investment Management reported no remaining Franklin Income Focus ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 24,410 Franklin Income Focus ETF shares in Q3 2025, an estimated $660K.
Financial Advocates Investment Management first reported a position in Franklin Income Focus ETF in Q2 2024 and held it in 5 quarters.
Financial Advocates Investment Management's Franklin Income Focus ETF position peaked at $660K in Q2 2025.
84 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.