PS
INCM icon

Principal Securities’s Franklin Income Focus ETF INCM Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1,115
Closed -$30.9K – 2406
2025
Q3 		$30.9K Sell
1,115
-340
-23% -$9.34K ﹤0.01% 2205
2025
Q2 		$39.4K Sell
1,455
-3,885
-73% -$102K ﹤0.01% 1994
2025
Q1 		$139K Hold
5,340
– – ﹤0.01% 1284
2024
Q4 		$139K Buy
5,340
+1,065
+25% +$28.6K ﹤0.01% 1282
2024
Q3 		$116K Buy
+4,275
New +$114K ﹤0.01% 1326

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
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
SIAS
Summit Investment Advisory Services Roseville, Minnesota $269M AUM 16.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Principal Securities's INCM Position: Q4 2025 in Review

Principal Securities sold out of Franklin Income Focus ETF (INCM) in Q4 2025, closing a stake of 1,115 shares — an estimated $30.9K sold.

Principal Securities first reported a position in INCM in Q3 2024 and held it in 5 quarters. The position peaked at $139K in Q1 2025. 95 funds tracked by Wall St. Rank hold INCM as of Q4 2025.

  • Principal Securities reported no remaining Franklin Income Focus ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,115 Franklin Income Focus ETF shares in Q4 2025, an estimated $30.9K.
  • Principal Securities first reported a position in Franklin Income Focus ETF in Q3 2024 and held it in 5 quarters.
  • Principal Securities's Franklin Income Focus ETF position peaked at $139K in Q1 2025.
  • 95 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.