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 Q3	$3.84M	Buy	135,021 +1,642	+1%	+$48K	0.01%	573
2026 Q2	$3.86M	Sell	133,379 -2,359	-2%	-$68.8K	0.01%	573
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%	690
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Summit Investment Advisory Services Roseville, Minnesota $403M AUM 13.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Lido Advisors's INCM Position: Q3 2026 in Review

Lido Advisors increased its Franklin Income Focus ETF (INCM) stake by 1.2% in Q3 2026, buying an estimated $48K and bringing the position to 135,021 shares worth $3.84M. The position accounts for 0.01% of the portfolio, ranked #573.

Lido Advisors first reported a position in INCM in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.92M in Q1 2026. 111 funds tracked by Wall St. Rank hold INCM as of Q3 2026.

Lido Advisors held 135,021 shares of Franklin Income Focus ETF worth $3.84M as of Q3 2026.
Lido Advisors bought 1,642 Franklin Income Focus ETF shares in Q3 2026, an estimated $48K.
Franklin Income Focus ETF made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #573 holding.
Lido Advisors first reported a position in Franklin Income Focus ETF in Q4 2023 and has held it in 12 quarters since.
Lido Advisors's Franklin Income Focus ETF position peaked at $3.92M in Q1 2026.
111 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.