LVZ Inc
INCM icon

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
Q3 		$2.83M Buy
99,573
+3,974
+4% +$116K 0.29% 29
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

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Next Level Private
Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Base Wealth Management
Base Wealth Management Lakewood Ranch, Florida $225M AUM 10.53% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return
Richards, Merrill & Peterson
Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return
Kennedy Investment Group
Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

LVZ Inc's INCM Position: Q3 2026 in Review

LVZ Inc increased its Franklin Income Focus ETF (INCM) stake by 4.2% in Q3 2026, buying an estimated $116K and bringing the position to 99,573 shares worth $2.83M. The position accounts for 0.29% of the portfolio, ranked #29.

LVZ Inc first reported a position in INCM in Q4 2023 and has held it in 12 quarters since. 49 funds tracked by Wall St. Rank hold INCM as of Q3 2026.

  • LVZ Inc held 99,573 shares of Franklin Income Focus ETF worth $2.83M as of Q3 2026.
  • LVZ Inc bought 3,974 Franklin Income Focus ETF shares in Q3 2026, an estimated $116K.
  • Franklin Income Focus ETF made up 0.29% of LVZ Inc's portfolio in Q3 2026, its #29 holding.
  • LVZ Inc first reported a position in Franklin Income Focus ETF in Q4 2023 and has held it in 12 quarters since.
  • 49 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.