IronOak Wealth’s Franklin Income Focus ETF INCM Stock Holding History

IronOak Wealth’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
2025 Q2	$629K	Buy	+23,165	New	+$609K	0.61%	54

Other funds holding INCM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIAS

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SFS

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

IronOak Wealth's INCM Position: Q2 2025 in Review

IronOak Wealth opened a new position in Franklin Income Focus ETF (INCM) in Q2 2025: 23,165 shares worth $629K. The stake represents 0.61% of the portfolio and ranks #54 among its holdings.

80 funds tracked by Wall St. Rank hold INCM as of Q2 2025.

IronOak Wealth held 23,165 shares of Franklin Income Focus ETF worth $629K as of Q2 2025.
Franklin Income Focus ETF was a new IronOak Wealth position in Q2 2025.
Franklin Income Focus ETF made up 0.61% of IronOak Wealth's portfolio in Q2 2025, its #54 holding.
80 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.