Morgan Stanley’s Franklin Income Focus ETF INCM Stock Holding History

Morgan Stanley’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	$45.4M	Buy	1,573,628 +341,213	+28%	+$9.96M	﹤0.01%	2330
2026 Q1	$35.4M	Buy	1,232,415 +767,454	+165%	+$22.2M	﹤0.01%	2437
2025 Q4	$13M	Buy	464,961 +356,079	+327%	+$9.93M	﹤0.01%	3361
2025 Q3	$3.02M	Buy	108,882 +56,641	+108%	+$1.56M	﹤0.01%	4521
2025 Q2	$1.41M	Sell	52,241 -749	-1%	-$19.7K	﹤0.01%	4918
2025 Q1	$1.41M	Sell	52,990 -7,195	-12%	-$192K	﹤0.01%	4816
2024 Q4	$1.57M	Buy	+60,185	New	+$1.62M	﹤0.01%	4857

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley's INCM Position: Q2 2026 in Review

Morgan Stanley increased its Franklin Income Focus ETF (INCM) stake by 28% in Q2 2026, buying an estimated $9.96M and bringing the position to 1,573,628 shares worth $45.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

Morgan Stanley first reported a position in INCM in Q4 2024 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

Morgan Stanley held 1,573,628 shares of Franklin Income Focus ETF worth $45.4M as of Q2 2026.
Morgan Stanley bought 341,213 Franklin Income Focus ETF shares in Q2 2026, an estimated $9.96M.
Franklin Income Focus ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2330 holding.
Morgan Stanley first reported a position in Franklin Income Focus ETF in Q4 2024 and has held it in 7 quarters since.
121 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.