IAA
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Independent Advisor Alliance’s Franklin Income Focus ETF INCM Stock Holding History

Independent Advisor Alliance’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 		– Sell
-23,072
Closed -$663K – 1356
2026
Q1 		$663K Buy
+23,072
New +$668K 0.01% 1007
2025
Q1 		– Sell
-9,659
Closed -$252K – 1087
2024
Q4 		$252K Buy
+9,659
New +$260K ﹤0.01% 1201

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

Independent Advisor Alliance's INCM Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Franklin Income Focus ETF (INCM) in Q2 2026, closing a stake of 23,072 shares — an estimated $663K sold.

Independent Advisor Alliance first reported a position in INCM in Q4 2024 and held it in 2 quarters. The position peaked at $663K in Q1 2026. 122 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Franklin Income Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 23,072 Franklin Income Focus ETF shares in Q2 2026, an estimated $663K.
  • Independent Advisor Alliance first reported a position in Franklin Income Focus ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Franklin Income Focus ETF position peaked at $663K in Q1 2026.
  • 122 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.