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 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%	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

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

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

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

Lido Advisors's INCM Position: Q2 2026 in Review

Lido Advisors reduced its Franklin Income Focus ETF (INCM) stake by 1.7% in Q2 2026, selling an estimated $68.8K and leaving 133,379 shares worth $3.86M. 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 11 quarters since. The position peaked at $3.92M in Q1 2026. 121 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

Lido Advisors held 133,379 shares of Franklin Income Focus ETF worth $3.86M as of Q2 2026.
Lido Advisors sold 2,359 Franklin Income Focus ETF shares in Q2 2026, an estimated $68.8K.
Franklin Income Focus ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #573 holding.
Lido Advisors first reported a position in Franklin Income Focus ETF in Q4 2023 and has held it in 11 quarters since.
Lido Advisors's Franklin Income Focus ETF position peaked at $3.92M in Q1 2026.
121 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.