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 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 $445B AUM 25.58% 1-Year Est. Return

SIAS

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

BWM

Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Innovative Wealth Building's INCM Position: Q2 2026 in Review

Innovative Wealth Building increased its Franklin Income Focus ETF (INCM) stake by 8.9% in Q2 2026, buying an estimated $78.5K and bringing the position to 32,773 shares worth $946K. The position accounts for 0.55% of the portfolio, ranked #32.

Innovative Wealth Building first reported a position in INCM in Q4 2024 and has held it in 7 quarters since. 74 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

Innovative Wealth Building held 32,773 shares of Franklin Income Focus ETF worth $946K as of Q2 2026.
Innovative Wealth Building bought 2,690 Franklin Income Focus ETF shares in Q2 2026, an estimated $78.5K.
Franklin Income Focus ETF made up 0.55% of Innovative Wealth Building's portfolio in Q2 2026, its #32 holding.
Innovative Wealth Building first reported a position in Franklin Income Focus ETF in Q4 2024 and has held it in 7 quarters since.
74 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.