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Gateway Wealth Partners’s Franklin Income Focus ETF INCM Stock Holding History

Gateway Wealth Partners’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 		$2.01M Sell
69,694
-53,930
-44% -$1.57M 0.12% 192
2026
Q1 		$3.55M Buy
123,624
+89,131
+258% +$2.58M 0.14% 174
2025
Q4 		$967K Buy
+34,493
New +$962K 0.11% 189

Other funds holding INCM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Gateway Wealth Partners's INCM Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Franklin Income Focus ETF (INCM) stake by 44% in Q2 2026, selling an estimated $1.57M and leaving 69,694 shares worth $2.01M. The position accounts for 0.12% of the portfolio, ranked #192.

Gateway Wealth Partners first reported a position in INCM in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.55M in Q1 2026. 120 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

  • Gateway Wealth Partners held 69,694 shares of Franklin Income Focus ETF worth $2.01M as of Q2 2026.
  • Gateway Wealth Partners sold 53,930 Franklin Income Focus ETF shares in Q2 2026, an estimated $1.57M.
  • Franklin Income Focus ETF made up 0.12% of Gateway Wealth Partners's portfolio in Q2 2026, its #192 holding.
  • Gateway Wealth Partners first reported a position in Franklin Income Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Gateway Wealth Partners's Franklin Income Focus ETF position peaked at $3.55M in Q1 2026.
  • 120 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.