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Kestra Private Wealth Services’s Franklin Income Focus ETF INCM Stock Holding History

Kestra Private Wealth Services’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 		$438K Buy
15,184
+184
+1% +$5.37K ﹤0.01% 1320
2026
Q1 		$431K Buy
+15,000
New +$434K 0.01% 1281

Other funds holding INCM

SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Kestra Private Wealth Services's INCM Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Franklin Income Focus ETF (INCM) stake by 1.2% in Q2 2026, buying an estimated $5.37K and bringing the position to 15,184 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Kestra Private Wealth Services first reported a position in INCM in Q1 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

  • Kestra Private Wealth Services held 15,184 shares of Franklin Income Focus ETF worth $438K as of Q2 2026.
  • Kestra Private Wealth Services bought 184 Franklin Income Focus ETF shares in Q2 2026, an estimated $5.37K.
  • Franklin Income Focus ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1320 holding.
  • Kestra Private Wealth Services first reported a position in Franklin Income Focus ETF in Q1 2026 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.