MCM
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MAI Capital Management’s Franklin Income Focus ETF INCM Stock Holding History

MAI Capital Management’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
-35
Closed -$1.01K – 3359
2026
Q1 		$1.01K Buy
+35
New +$1.01K ﹤0.01% 4174

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Royal Bank of Canada
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Ameriprise
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MAI Capital Management's INCM Position: Q2 2026 in Review

MAI Capital Management sold out of Franklin Income Focus ETF (INCM) in Q2 2026, closing a stake of 35 shares — an estimated $1.01K sold.

MAI Capital Management first reported a position in INCM in Q1 2026 and held it in 1 quarter. The position peaked at $1.01K in Q1 2026. 122 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

  • MAI Capital Management reported no remaining Franklin Income Focus ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 35 Franklin Income Focus ETF shares in Q2 2026, an estimated $1.01K.
  • MAI Capital Management first reported a position in Franklin Income Focus ETF in Q1 2026 and held it in 1 quarter.
  • MAI Capital Management's Franklin Income Focus ETF position peaked at $1.01K in Q1 2026.
  • 122 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.