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Greenline Wealth Management’s Franklin Income Focus ETF INCM Stock Holding History

Greenline 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
Q1 		– Sell
-858
Closed -$24.1K – 291
2025
Q4 		$24.1K Buy
+858
New +$23.9K 0.02% 251

Other funds holding INCM

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Greenline Wealth Management's INCM Position: Q1 2026 in Review

Greenline Wealth Management sold out of Franklin Income Focus ETF (INCM) in Q1 2026, closing a stake of 858 shares — an estimated $24.1K sold.

Greenline Wealth Management first reported a position in INCM in Q4 2025 and held it in 1 quarter. The position peaked at $24.1K in Q4 2025. 116 funds tracked by Wall St. Rank hold INCM as of Q1 2026.

  • Greenline Wealth Management reported no remaining Franklin Income Focus ETF position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 858 Franklin Income Focus ETF shares in Q1 2026, an estimated $24.1K.
  • Greenline Wealth Management first reported a position in Franklin Income Focus ETF in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Franklin Income Focus ETF position peaked at $24.1K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.