Lido Advisors
INCM icon

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

Lido 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
2026
Q1 		$3.92M Sell
135,738
-3,567
-3% -$103K 0.01% 514
2025
Q4 		$3.88M Hold
139,305
– – 0.01% 529
2025
Q3 		$3.88M Buy
139,305
+687
+0.5% +$18.9K 0.01% 502
2025
Q2 		$3.76M Buy
138,618
+107,347
+343% +$2.82M 0.01% 437
2025
Q1 		$836K Sell
31,271
-1,760
-5% -$46.9K ﹤0.01% 843
2024
Q4 		$866K Sell
33,031
-1,103
-3% -$29.6K ﹤0.01% 817
2024
Q3 		$928K Sell
34,134
-1,007
-3% -$26.8K ﹤0.01% 736
2024
Q2 		$912K Sell
35,141
-755
-2% -$19.4K 0.01% 689
2024
Q1 		$936K Sell
35,896
-2,920
-8% -$75K 0.01% 676
2023
Q4 		$998K Buy
+38,816
New +$951K 0.01% 618

Other funds holding INCM

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Raymond James Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return