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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
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
LPL Financial San Diego, California $377B AUM 19.32% 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 $269M AUM 16.92% 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

Pinnacle Financial Group's INCM Position: Q1 2026 in Review

Pinnacle Financial Group increased its Franklin Income Focus ETF (INCM) stake by 0.44% in Q1 2026, buying an estimated $8.63K and bringing the position to 67,805 shares worth $1.95M. The position accounts for 0.53% of the portfolio, ranked #40.

Pinnacle Financial Group first reported a position in INCM in Q4 2024 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold INCM as of Q1 2026.

  • Pinnacle Financial Group held 67,805 shares of Franklin Income Focus ETF worth $1.95M as of Q1 2026.
  • Pinnacle Financial Group bought 298 Franklin Income Focus ETF shares in Q1 2026, an estimated $8.63K.
  • Franklin Income Focus ETF made up 0.53% of Pinnacle Financial Group's portfolio in Q1 2026, its #40 holding.
  • Pinnacle Financial Group first reported a position in Franklin Income Focus ETF in Q4 2024 and has held it in 6 quarters since.
  • 115 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.