HBW Advisory Services’s Franklin Income Focus ETF INCM Stock Holding History

HBW Advisory Services’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	$1.49M	Buy	51,684 +5,831	+13%	+$170K	0.13%	160
2026 Q1	$1.32M	Buy	45,853 +34,498	+304%	+$999K	0.14%	159
2025 Q4	$318K	Sell	11,355 -101	-0.9%	-$2.82K	0.03%	340
2025 Q3	$318K	Buy	11,456 +451	+4%	+$12.4K	0.04%	332
2025 Q2	$298K	Buy	11,005 +2,241	+26%	+$59K	0.04%	320
2025 Q1	$233K	Sell	8,764 -99	-1%	-$2.64K	0.03%	338
2024 Q4	$231K	Buy	8,863 +2	+0%	+$54	0.02%	335
2024 Q3	$241K	Sell	8,861 -3	-0%	-$80	0.04%	318
2024 Q2	$229K	Buy	+8,864	New	+$228K	0.04%	300

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

HBW Advisory Services's INCM Position: Q2 2026 in Review

HBW Advisory Services increased its Franklin Income Focus ETF (INCM) stake by 13% in Q2 2026, buying an estimated $170K and bringing the position to 51,684 shares worth $1.49M. The position accounts for 0.13% of the portfolio, ranked #160.

HBW Advisory Services first reported a position in INCM in Q2 2024 and has held it in 9 quarters since. 120 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

HBW Advisory Services held 51,684 shares of Franklin Income Focus ETF worth $1.49M as of Q2 2026.
HBW Advisory Services bought 5,831 Franklin Income Focus ETF shares in Q2 2026, an estimated $170K.
Franklin Income Focus ETF made up 0.13% of HBW Advisory Services's portfolio in Q2 2026, its #160 holding.
HBW Advisory Services first reported a position in Franklin Income Focus ETF in Q2 2024 and has held it in 9 quarters since.
120 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.