Intrua Financial’s Franklin Income Focus ETF INCM Stock Holding History

Intrua Financial’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	$4.63M	Buy	160,362 +24,771	+18%	+$723K	0.42%	41
2026 Q1	$3.9M	Buy	135,591 +14,405	+12%	+$417K	0.4%	44
2025 Q4	$3.4M	Buy	121,186 +27,568	+29%	+$769K	0.36%	51
2025 Q3	$2.6M	Buy	93,618 +34,638	+59%	+$951K	0.28%	69
2025 Q2	$1.6M	Buy	58,980 +48,138	+444%	+$1.27M	0.21%	82
2025 Q1	$289K	Buy	+10,842	New	+$289K	0.04%	289

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

Intrua Financial's INCM Position: Q2 2026 in Review

Intrua Financial increased its Franklin Income Focus ETF (INCM) stake by 18% in Q2 2026, buying an estimated $723K and bringing the position to 160,362 shares worth $4.63M. The position accounts for 0.42% of the portfolio, ranked #41.

Intrua Financial first reported a position in INCM in Q1 2025 and has held it in 6 quarters since. 121 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

Intrua Financial held 160,362 shares of Franklin Income Focus ETF worth $4.63M as of Q2 2026.
Intrua Financial bought 24,771 Franklin Income Focus ETF shares in Q2 2026, an estimated $723K.
Franklin Income Focus ETF made up 0.42% of Intrua Financial's portfolio in Q2 2026, its #41 holding.
Intrua Financial first reported a position in Franklin Income Focus ETF in Q1 2025 and has held it in 6 quarters since.
121 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.