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Nations Financial Group’s Franklin Income Focus ETF INCM Stock Holding History

Nations Financial Group’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 		$1.84M Buy
63,623
+2,972
+5% +$86.7K 0.09% 238
2026
Q1 		$1.74M Buy
60,651
+46,794
+338% +$1.35M 0.09% 240
2025
Q4 		$389K Buy
13,857
+6,158
+80% +$172K 0.02% 571
2025
Q3 		$214K Buy
+7,699
New +$211K 0.01% 666

Other funds holding INCM

SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RMP
Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Nations Financial Group's INCM Position: Q2 2026 in Review

Nations Financial Group increased its Franklin Income Focus ETF (INCM) stake by 4.9% in Q2 2026, buying an estimated $86.7K and bringing the position to 63,623 shares worth $1.84M. The position accounts for 0.09% of the portfolio, ranked #238.

Nations Financial Group first reported a position in INCM in Q3 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

  • Nations Financial Group held 63,623 shares of Franklin Income Focus ETF worth $1.84M as of Q2 2026.
  • Nations Financial Group bought 2,972 Franklin Income Focus ETF shares in Q2 2026, an estimated $86.7K.
  • Franklin Income Focus ETF made up 0.09% of Nations Financial Group's portfolio in Q2 2026, its #238 holding.
  • Nations Financial Group first reported a position in Franklin Income Focus ETF in Q3 2025 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.