Larson Financial Group’s Franklin Income Focus ETF INCM Stock Holding History

Larson Financial 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	$31M	Buy	1,074,484 +279,000	+35%	+$8.14M	0.81%	25
2026 Q1	$22.9M	Buy	795,484 +139,994	+21%	+$4.05M	0.73%	29
2025 Q4	$18.4M	Buy	655,490 +104,695	+19%	+$2.92M	0.61%	33
2025 Q3	$15.3M	Buy	550,795 +217,670	+65%	+$5.98M	0.53%	38
2025 Q2	$9.01M	Buy	333,125 +299,017	+877%	+$7.87M	0.36%	67
2025 Q1	$908K	Buy	+34,108	New	+$910K	0.04%	282

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

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

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

Larson Financial Group's INCM Position: Q2 2026 in Review

Larson Financial Group increased its Franklin Income Focus ETF (INCM) stake by 35% in Q2 2026, buying an estimated $8.14M and bringing the position to 1,074,484 shares worth $31M. The position accounts for 0.81% of the portfolio, ranked #25.

Larson Financial Group first reported a position in INCM in Q1 2025 and has held it in 6 quarters since. 121 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

Larson Financial Group held 1,074,484 shares of Franklin Income Focus ETF worth $31M as of Q2 2026.
Larson Financial Group bought 279,000 Franklin Income Focus ETF shares in Q2 2026, an estimated $8.14M.
Franklin Income Focus ETF made up 0.81% of Larson Financial Group's portfolio in Q2 2026, its #25 holding.
Larson Financial Group first reported a position in Franklin Income Focus ETF in Q1 2025 and has held it in 6 quarters since.
121 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.