LVZ Inc’s Franklin Income Focus ETF INCM Stock Holding History

LVZ Inc’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	$2.76M	Buy	95,599 +2,296	+2%	+$67K	0.28%	28
2026 Q1	$2.68M	Buy	93,303 +2,074	+2%	+$60K	0.31%	27
2025 Q4	$2.56M	Hold	91,229	–	–	0.29%	26
2025 Q3	$2.53M	Buy	91,229 +8,844	+11%	+$243K	0.29%	27
2025 Q2	$2.23M	Buy	82,385 +199	+0.2%	+$5.24K	0.27%	32
2025 Q1	$2.19M	Hold	82,186	–	–	0.29%	28
2024 Q4	$2.15M	Buy	82,186 +7,324	+10%	+$197K	0.28%	29
2024 Q3	$2.03M	Buy	74,862 +1,493	+2%	+$39.7K	0.26%	34
2024 Q2	$1.9M	Buy	73,369 +1,734	+2%	+$44.6K	0.26%	33
2024 Q1	$1.87M	Buy	71,635 +1,320	+2%	+$33.9K	0.25%	34
2023 Q4	$1.81M	Buy	+70,315	New	+$1.72M	0.26%	37

Other funds holding INCM

SIAS

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

BWM

Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LVZ Inc's INCM Position: Q2 2026 in Review

LVZ Inc increased its Franklin Income Focus ETF (INCM) stake by 2.5% in Q2 2026, buying an estimated $67K and bringing the position to 95,599 shares worth $2.76M. The position accounts for 0.28% of the portfolio, ranked #28.

LVZ Inc first reported a position in INCM in Q4 2023 and has held it in 11 quarters since. 48 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

LVZ Inc held 95,599 shares of Franklin Income Focus ETF worth $2.76M as of Q2 2026.
LVZ Inc bought 2,296 Franklin Income Focus ETF shares in Q2 2026, an estimated $67K.
Franklin Income Focus ETF made up 0.28% of LVZ Inc's portfolio in Q2 2026, its #28 holding.
LVZ Inc first reported a position in Franklin Income Focus ETF in Q4 2023 and has held it in 11 quarters since.
48 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.