Harbour Investments’s Franklin Income Focus ETF INCM Stock Holding History

Harbour Investments’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	$11.3M	Buy	392,293 +271,912	+226%	+$7.94M	0.15%	123
2026 Q1	$3.46M	Buy	120,381 +100,753	+513%	+$2.92M	0.05%	330
2025 Q4	$550K	Buy	19,628 +4,341	+28%	+$121K	0.01%	816
2025 Q3	$424K	Buy	15,287 +3,358	+28%	+$92.2K	0.01%	890
2025 Q2	$323K	Buy	11,929 +1,138	+11%	+$29.9K	0.01%	956
2025 Q1	$287K	Buy	10,791 +569	+6%	+$15.2K	0.01%	943
2024 Q4	$267K	Buy	10,222 +2,101	+26%	+$56.5K	0.01%	914
2024 Q3	$221K	Buy	8,121 +5,946	+273%	+$158K	0.01%	977
2024 Q2	$56.3K	Hold	2,175	–	–	﹤0.01%	1503
2024 Q1	$56.7K	Buy	2,175 +1,170	+116%	+$30.1K	﹤0.01%	1469
2023 Q4	$25.8K	Buy	+1,005	New	+$24.6K	﹤0.01%	1750

Other funds holding INCM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Harbour Investments's INCM Position: Q2 2026 in Review

Harbour Investments increased its Franklin Income Focus ETF (INCM) stake by 226% in Q2 2026, buying an estimated $7.94M and bringing the position to 392,293 shares worth $11.3M. The position accounts for 0.15% of the portfolio, ranked #123.

Harbour Investments first reported a position in INCM in Q4 2023 and has held it in 11 quarters since. 121 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

Harbour Investments held 392,293 shares of Franklin Income Focus ETF worth $11.3M as of Q2 2026.
Harbour Investments bought 271,912 Franklin Income Focus ETF shares in Q2 2026, an estimated $7.94M.
Franklin Income Focus ETF made up 0.15% of Harbour Investments's portfolio in Q2 2026, its #123 holding.
Harbour Investments first reported a position in Franklin Income Focus ETF in Q4 2023 and has held it in 11 quarters since.
121 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.