Northwestern Mutual Wealth Management
INCM icon

Northwestern Mutual Wealth Management’s Franklin Income Focus ETF INCM Stock Holding History

Northwestern Mutual Wealth 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
Q1 		$3.16K Sell
110
-390
-78% -$11.3K ﹤0.01% 3457
2025
Q4 		$14K Buy
500
+331
+196% +$9.23K ﹤0.01% 2875
2025
Q3 		$4.69K Buy
169
+91
+117% +$2.5K ﹤0.01% 3165
2025
Q2 		$2.11K Buy
+78
New +$2.05K ﹤0.01% 3251

Other funds holding INCM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $3.13B AUM 22.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Northwestern Mutual Wealth Management's INCM Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Franklin Income Focus ETF (INCM) stake by 78% in Q1 2026, selling an estimated $11.3K and leaving 110 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #3457.

Northwestern Mutual Wealth Management first reported a position in INCM in Q2 2025 and has held it in 4 quarters since. The position peaked at $14K in Q4 2025. 115 funds tracked by Wall St. Rank hold INCM as of Q1 2026.

  • Northwestern Mutual Wealth Management held 110 shares of Franklin Income Focus ETF worth $3.16K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 390 Franklin Income Focus ETF shares in Q1 2026, an estimated $11.3K.
  • Franklin Income Focus ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3457 holding.
  • Northwestern Mutual Wealth Management first reported a position in Franklin Income Focus ETF in Q2 2025 and has held it in 4 quarters since.
  • Northwestern Mutual Wealth Management's Franklin Income Focus ETF position peaked at $14K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.