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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
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 $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $269M AUM 16.92% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Advisor Alliance's INCM Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Franklin Income Focus ETF (INCM) in Q1 2026: 23,072 shares worth $663K. The stake represents 0.01% of the portfolio and ranks #1007 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in INCM as recently as Q4 2024.

Independent Advisor Alliance first reported a position in INCM in Q4 2024 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold INCM as of Q1 2026.

  • Independent Advisor Alliance held 23,072 shares of Franklin Income Focus ETF worth $663K as of Q1 2026.
  • Franklin Income Focus ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Franklin Income Focus ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1007 holding.
  • Independent Advisor Alliance first reported a position in Franklin Income Focus ETF in Q4 2024 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.