Private Advisor Group’s Franklin Income Focus ETF INCM Stock Holding History

Private Advisor 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	$1.45M	Buy	50,381 +3,962	+9%	+$115K	0.01%	1205
2025 Q4	$1.3M	Buy	46,419 +4,110	+10%	+$115K	0.01%	1260
2025 Q3	$1.17M	Buy	42,309 +8,720	+26%	+$239K	0.01%	1279
2025 Q2	$909K	Buy	33,589 +8,036	+31%	+$211K	﹤0.01%	1362
2025 Q1	$680K	Buy	25,553 +5,563	+28%	+$148K	﹤0.01%	1459
2024 Q4	$522K	Buy	19,990 +5,954	+42%	+$160K	﹤0.01%	1547
2024 Q3	$382K	Buy	+14,036	New	+$374K	﹤0.01%	1776

Other funds holding INCM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Private Advisor Group's INCM Position: Q1 2026 in Review

Private Advisor Group increased its Franklin Income Focus ETF (INCM) stake by 8.5% in Q1 2026, buying an estimated $115K and bringing the position to 50,381 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #1205.

Private Advisor Group first reported a position in INCM in Q3 2024 and has held it in 7 quarters since. 115 funds tracked by Wall St. Rank hold INCM as of Q1 2026.

Private Advisor Group held 50,381 shares of Franklin Income Focus ETF worth $1.45M as of Q1 2026.
Private Advisor Group bought 3,962 Franklin Income Focus ETF shares in Q1 2026, an estimated $115K.
Franklin Income Focus ETF made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1205 holding.
Private Advisor Group first reported a position in Franklin Income Focus ETF in Q3 2024 and has held it in 7 quarters since.
115 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.