KWB Wealth
INCM icon

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
Q3 		$257K Sell
9,041
-2,212
-20% -$64.7K 0.02% 161
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 $67.3B AUM 21.9% 1-Year Est. Return
Next Level Private
Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Richards, Merrill & Peterson
Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return
Kennedy Investment Group
Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
Innovative Wealth Building
Innovative Wealth Building California, Maryland $181M AUM 14.1% 1-Year Est. Return

KWB Wealth's INCM Position: Q3 2026 in Review

KWB Wealth reduced its Franklin Income Focus ETF (INCM) stake by 20% in Q3 2026, selling an estimated $64.7K and leaving 9,041 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #161.

KWB Wealth first reported a position in INCM in Q2 2026 and has held it in 2 quarters since. The position peaked at $325K in Q2 2026. 27 funds tracked by Wall St. Rank hold INCM as of Q3 2026.

  • KWB Wealth held 9,041 shares of Franklin Income Focus ETF worth $257K as of Q3 2026.
  • KWB Wealth sold 2,212 Franklin Income Focus ETF shares in Q3 2026, an estimated $64.7K.
  • Franklin Income Focus ETF made up 0.02% of KWB Wealth's portfolio in Q3 2026, its #161 holding.
  • KWB Wealth first reported a position in Franklin Income Focus ETF in Q2 2026 and has held it in 2 quarters since.
  • KWB Wealth's Franklin Income Focus ETF position peaked at $325K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.