KW
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KWB Wealth’s Franklin Income Focus ETF INCM Stock Holding History

KWB 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
2026
Q2 		$325K Buy
+11,253
New +$328K 0.03% 141

Other funds holding INCM

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RMP
Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

KWB Wealth's INCM Position: Q2 2026 in Review

KWB Wealth opened a new position in Franklin Income Focus ETF (INCM) in Q2 2026: 11,253 shares worth $325K. The stake represents 0.03% of the portfolio and ranks #141 among its holdings.

19 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

  • KWB Wealth held 11,253 shares of Franklin Income Focus ETF worth $325K as of Q2 2026.
  • Franklin Income Focus ETF was a new KWB Wealth position in Q2 2026.
  • Franklin Income Focus ETF made up 0.03% of KWB Wealth's portfolio in Q2 2026, its #141 holding.
  • 19 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.