Principia Wealth Advisory’s Franklin Income Focus ETF INCM Stock Holding History
Bought
Maintained
Sold
Other funds holding INCM
SIAS
LFG
Principia Wealth Advisory's INCM Position: Q4 2025 in Review
Principia Wealth Advisory increased its Franklin Income Focus ETF (INCM) stake by 54% in Q4 2025, buying an estimated $114K and bringing the position to 11,603 shares worth $325K. The position accounts for 0.2% of the portfolio, ranked #57.
Principia Wealth Advisory first reported a position in INCM in Q2 2025 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold INCM as of Q4 2025.
- Principia Wealth Advisory held 11,603 shares of Franklin Income Focus ETF worth $325K as of Q4 2025.
- Principia Wealth Advisory bought 4,084 Franklin Income Focus ETF shares in Q4 2025, an estimated $114K.
- Franklin Income Focus ETF made up 0.2% of Principia Wealth Advisory's portfolio in Q4 2025, its #57 holding.
- Principia Wealth Advisory first reported a position in Franklin Income Focus ETF in Q2 2025 and has held it in 3 quarters since.
- 95 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q4 2025.
Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.