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

Lloyd 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
Q2 		– Sell
-382
Closed -$11K – 812
2026
Q1 		$11K Buy
+382
New +$11.1K ﹤0.01% 466

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

Lloyd Advisory Services's INCM Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Franklin Income Focus ETF (INCM) in Q2 2026, closing a stake of 382 shares — an estimated $11K sold.

Lloyd Advisory Services first reported a position in INCM in Q1 2026 and held it in 1 quarter. The position peaked at $11K in Q1 2026. 121 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Franklin Income Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 382 Franklin Income Focus ETF shares in Q2 2026, an estimated $11K.
  • Lloyd Advisory Services first reported a position in Franklin Income Focus ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Franklin Income Focus ETF position peaked at $11K in Q1 2026.
  • 121 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.