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Orion Portfolio Solutions’s Franklin Income Focus ETF INCM Stock Holding History

Orion Portfolio Solutions’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
2024
Q4 		– Sell
-8,264
Closed -$225K – 1868
2024
Q3 		$225K Buy
+8,264
New +$220K ﹤0.01% 1660

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 $369B AUM 28.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Orion Portfolio Solutions's INCM Position: Q4 2024 in Review

Orion Portfolio Solutions sold out of Franklin Income Focus ETF (INCM) in Q4 2024, closing a stake of 8,264 shares — an estimated $225K sold.

Orion Portfolio Solutions first reported a position in INCM in Q3 2024 and held it in 1 quarter. The position peaked at $225K in Q3 2024. 56 funds tracked by Wall St. Rank hold INCM as of Q4 2024.

  • Orion Portfolio Solutions reported no remaining Franklin Income Focus ETF position as of Q4 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 8,264 Franklin Income Focus ETF shares in Q4 2024, an estimated $225K.
  • Orion Portfolio Solutions first reported a position in Franklin Income Focus ETF in Q3 2024 and held it in 1 quarter.
  • Orion Portfolio Solutions's Franklin Income Focus ETF position peaked at $225K in Q3 2024.
  • 56 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q4 2024.

Based on Orion Portfolio Solutions's 13F filing for Q4 2024, filed 12 Feb 2025.