Kennedy Investment Group’s Franklin Income Focus ETF INCM Stock Holding History

Kennedy Investment Group’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	$3.47M	Buy	120,396 +9,038	+8%	+$264K	1.18%	18
2026 Q1	$3.2M	Buy	111,358 +53,968	+94%	+$1.56M	1.25%	19
2025 Q4	$1.61M	Buy	57,390 +44,792	+356%	+$1.25M	0.61%	37
2025 Q3	$349K	Buy	12,598 +2,397	+23%	+$65.8K	0.14%	105
2025 Q2	$276K	Buy	10,201 +795	+8%	+$20.9K	0.12%	116
2025 Q1	$250K	Buy	9,406 +1,132	+14%	+$30.2K	0.12%	113
2024 Q4	$216K	Buy	8,274 +42	+0.5%	+$1.13K	0.1%	116
2024 Q3	$224K	Buy	+8,232	New	+$219K	0.1%	116

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

Kennedy Investment Group's INCM Position: Q2 2026 in Review

Kennedy Investment Group increased its Franklin Income Focus ETF (INCM) stake by 8.1% in Q2 2026, buying an estimated $264K and bringing the position to 120,396 shares worth $3.47M. The position accounts for 1.18% of the portfolio, ranked #18.

Kennedy Investment Group first reported a position in INCM in Q3 2024 and has held it in 8 quarters since. 121 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

Kennedy Investment Group held 120,396 shares of Franklin Income Focus ETF worth $3.47M as of Q2 2026.
Kennedy Investment Group bought 9,038 Franklin Income Focus ETF shares in Q2 2026, an estimated $264K.
Franklin Income Focus ETF made up 1.18% of Kennedy Investment Group's portfolio in Q2 2026, its #18 holding.
Kennedy Investment Group first reported a position in Franklin Income Focus ETF in Q3 2024 and has held it in 8 quarters since.
121 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.