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LexAurum Advisors’s Franklin Income Focus ETF INCM Stock Holding History

LexAurum Advisors’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
2024
Q1 		– Sell
-52,500
Closed -$1.35M – 308
2023
Q4 		$1.35M Buy
52,500
+14,075
+37% +$345K 0.35% 59
2023
Q3 		$934K Buy
+38,425
New +$959K 0.27% 80

Other funds holding INCM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LexAurum Advisors's INCM Position: Q1 2024 in Review

LexAurum Advisors sold out of Franklin Income Focus ETF (INCM) in Q1 2024, closing a stake of 52,500 shares — an estimated $1.35M sold.

LexAurum Advisors first reported a position in INCM in Q3 2023 and held it in 2 quarters. The position peaked at $1.35M in Q4 2023. 31 funds tracked by Wall St. Rank hold INCM as of Q1 2024.

  • LexAurum Advisors reported no remaining Franklin Income Focus ETF position as of Q1 2024 after selling out during the quarter.
  • LexAurum Advisors sold 52,500 Franklin Income Focus ETF shares in Q1 2024, an estimated $1.35M.
  • LexAurum Advisors first reported a position in Franklin Income Focus ETF in Q3 2023 and held it in 2 quarters.
  • LexAurum Advisors's Franklin Income Focus ETF position peaked at $1.35M in Q4 2023.
  • 31 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q1 2024.

Based on LexAurum Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.