NewEdge Advisors’s Franklin Income Focus ETF INCM Stock Holding History

NewEdge Advisors’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	$3.37M	Sell	116,926 -117	-0.1%	-$3.41K	0.01%	946
2026 Q1	$3.36M	Buy	117,043 +12,793	+12%	+$370K	0.01%	853
2025 Q4	$2.92M	Buy	104,250 +4,318	+4%	+$120K	0.01%	885
2025 Q3	$2.77M	Buy	99,932 +9,588	+11%	+$263K	0.01%	856
2025 Q2	$2.44M	Buy	90,344 +24,366	+37%	+$641K	0.01%	839
2025 Q1	$1.76M	Buy	65,978 +3,305	+5%	+$88.1K	0.01%	915
2024 Q4	$1.64M	Buy	62,673 +6,099	+11%	+$164K	0.01%	920
2024 Q3	$1.54M	Buy	+56,574	New	+$1.51M	0.01%	915

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

Morgan Stanley New York $1.89T AUM 35.08% 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

NewEdge Advisors's INCM Position: Q2 2026 in Review

NewEdge Advisors reduced its Franklin Income Focus ETF (INCM) stake by 0.1% in Q2 2026, selling an estimated $3.41K and leaving 116,926 shares worth $3.37M. The position accounts for 0.01% of the portfolio, ranked #946.

NewEdge Advisors first reported a position in INCM in Q3 2024 and has held it in 8 quarters since. 120 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

NewEdge Advisors held 116,926 shares of Franklin Income Focus ETF worth $3.37M as of Q2 2026.
NewEdge Advisors sold 117 Franklin Income Focus ETF shares in Q2 2026, an estimated $3.41K.
Franklin Income Focus ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #946 holding.
NewEdge Advisors first reported a position in Franklin Income Focus ETF in Q3 2024 and has held it in 8 quarters since.
120 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.