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

Pinnacle 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	$2.53M	Buy	87,828 +20,023	+30%	+$584K	0.62%	40
2026 Q1	$1.95M	Buy	67,805 +298	+0.4%	+$8.63K	0.53%	40
2025 Q4	$1.89M	Sell	67,507 -2,068	-3%	-$57.7K	0.55%	39
2025 Q3	$1.93M	Buy	69,575 +8,463	+14%	+$232K	0.58%	39
2025 Q2	$1.65M	Buy	61,112 +41,188	+207%	+$1.08M	0.55%	38
2025 Q1	$531K	Sell	19,924 -1,283	-6%	-$34.2K	0.19%	51
2024 Q4	$554K	Buy	+21,207	New	+$570K	0.22%	46

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

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

Pinnacle Financial Group increased its Franklin Income Focus ETF (INCM) stake by 30% in Q2 2026, buying an estimated $584K and bringing the position to 87,828 shares worth $2.53M. The position accounts for 0.62% of the portfolio, ranked #40.

Pinnacle Financial Group first reported a position in INCM in Q4 2024 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

Pinnacle Financial Group held 87,828 shares of Franklin Income Focus ETF worth $2.53M as of Q2 2026.
Pinnacle Financial Group bought 20,023 Franklin Income Focus ETF shares in Q2 2026, an estimated $584K.
Franklin Income Focus ETF made up 0.62% of Pinnacle Financial Group's portfolio in Q2 2026, its #40 holding.
Pinnacle Financial Group first reported a position in Franklin Income Focus ETF in Q4 2024 and has held it in 7 quarters since.
121 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.