Innovative Wealth Building’s Franklin Income Focus ETF INCM Stock Holding History

Innovative Wealth Building’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 Q3	$995K	Buy	34,969 +2,196	+7%	+$64.2K	0.55%	33
2026 Q2	$946K	Buy	32,773 +2,690	+9%	+$78.5K	0.55%	32
2026 Q1	$865K	Buy	30,083 +762	+3%	+$22.1K	0.61%	29
2025 Q4	$822K	Sell	29,321 -832	-3%	-$23.2K	0.6%	28
2025 Q3	$836K	Buy	30,153 +3,544	+13%	+$97.3K	0.65%	27
2025 Q2	$720K	Buy	26,609 +8,372	+46%	+$220K	0.6%	30
2025 Q1	$486K	Buy	18,237 +1,695	+10%	+$45.2K	0.45%	36
2024 Q4	$432K	Buy	+16,542	New	+$445K	0.39%	36

Other funds holding INCM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Summit Investment Advisory Services Roseville, Minnesota $403M AUM 13.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Innovative Wealth Building's INCM Position: Q3 2026 in Review

Innovative Wealth Building increased its Franklin Income Focus ETF (INCM) stake by 6.7% in Q3 2026, buying an estimated $64.2K and bringing the position to 34,969 shares worth $995K. The position accounts for 0.55% of the portfolio, ranked #33.

Innovative Wealth Building first reported a position in INCM in Q4 2024 and has held it in 8 quarters since. 111 funds tracked by Wall St. Rank hold INCM as of Q3 2026.

Innovative Wealth Building held 34,969 shares of Franklin Income Focus ETF worth $995K as of Q3 2026.
Innovative Wealth Building bought 2,196 Franklin Income Focus ETF shares in Q3 2026, an estimated $64.2K.
Franklin Income Focus ETF made up 0.55% of Innovative Wealth Building's portfolio in Q3 2026, its #33 holding.
Innovative Wealth Building first reported a position in Franklin Income Focus ETF in Q4 2024 and has held it in 8 quarters since.
111 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.