Level Four Advisory Services’s Franklin Income Focus ETF INCM Stock Holding History

Level Four Advisory 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 Q1	$607K	Buy	+21,096	New	+$611K	0.02%	544

Other funds holding INCM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIAS

Summit Investment Advisory Services Roseville, Minnesota $269M AUM 16.92% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Level Four Advisory Services's INCM Position: Q1 2026 in Review

Level Four Advisory Services opened a new position in Franklin Income Focus ETF (INCM) in Q1 2026: 21,096 shares worth $607K. The stake represents 0.02% of the portfolio and ranks #544 among its holdings.

115 funds tracked by Wall St. Rank hold INCM as of Q1 2026.

Level Four Advisory Services held 21,096 shares of Franklin Income Focus ETF worth $607K as of Q1 2026.
Franklin Income Focus ETF was a new Level Four Advisory Services position in Q1 2026.
Franklin Income Focus ETF made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #544 holding.
115 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.