Oppenheimer & Co
INCM icon

Oppenheimer & Co’s Franklin Income Focus ETF INCM Stock Holding History

Oppenheimer & Co’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
Q3 		$451K Buy
15,861
+221
+1% +$6.46K ﹤0.01% 1264
2026
Q2 		$451K Buy
+15,640
New +$456K ﹤0.01% 1305
2026
Q1 		– Sell
-8,935
Closed -$251K – 1744
2025
Q4 		$251K Buy
8,935
+220
+3% +$6.13K ﹤0.01% 1343
2025
Q3 		$242K Buy
+8,715
New +$239K ﹤0.01% 1471

Other funds holding INCM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Summit Investment Advisory Services
Summit Investment Advisory Services Roseville, Minnesota $403M AUM 13.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Next Level Private
Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Base Wealth Management
Base Wealth Management Lakewood Ranch, Florida $225M AUM 10.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Oppenheimer & Co's INCM Position: Q3 2026 in Review

Oppenheimer & Co increased its Franklin Income Focus ETF (INCM) stake by 1.4% in Q3 2026, buying an estimated $6.46K and bringing the position to 15,861 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Oppenheimer & Co first reported a position in INCM in Q3 2025 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold INCM as of Q3 2026.

  • Oppenheimer & Co held 15,861 shares of Franklin Income Focus ETF worth $451K as of Q3 2026.
  • Oppenheimer & Co bought 221 Franklin Income Focus ETF shares in Q3 2026, an estimated $6.46K.
  • Franklin Income Focus ETF made up ﹤0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #1264 holding.
  • Oppenheimer & Co first reported a position in Franklin Income Focus ETF in Q3 2025 and has held it in 4 quarters since.
  • 79 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.