Principia Wealth Advisory’s Franklin Income Focus ETF INCM Stock Holding History

Principia Wealth Advisory’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	$367K	Sell	12,715 -103	-0.8%	-$3.01K	0.18%	58
2026 Q1	$368K	Buy	12,818 +1,215	+10%	+$35.2K	0.21%	55
2025 Q4	$325K	Buy	11,603 +4,084	+54%	+$114K	0.2%	57
2025 Q3	$209K	Buy	7,519 +5,089	+209%	+$140K	0.14%	73
2025 Q2	$65.7K	Buy	+2,430	New	+$63.9K	0.06%	101

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

Principia Wealth Advisory's INCM Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Franklin Income Focus ETF (INCM) stake by 0.8% in Q2 2026, selling an estimated $3.01K and leaving 12,715 shares worth $367K. The position accounts for 0.18% of the portfolio, ranked #58.

Principia Wealth Advisory first reported a position in INCM in Q2 2025 and has held it in 5 quarters since. The position peaked at $368K in Q1 2026. 121 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

Principia Wealth Advisory held 12,715 shares of Franklin Income Focus ETF worth $367K as of Q2 2026.
Principia Wealth Advisory sold 103 Franklin Income Focus ETF shares in Q2 2026, an estimated $3.01K.
Franklin Income Focus ETF made up 0.18% of Principia Wealth Advisory's portfolio in Q2 2026, its #58 holding.
Principia Wealth Advisory first reported a position in Franklin Income Focus ETF in Q2 2025 and has held it in 5 quarters since.
Principia Wealth Advisory's Franklin Income Focus ETF position peaked at $368K in Q1 2026.
121 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.