Savvy Advisors Inc’s Franklin Income Focus ETF INCM Stock Holding History

Savvy Advisors Inc’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	$229K	Buy	7,959 +156	+2%	+$4.52K	0.01%	998
2025 Q4	$219K	Sell	7,803 -919	-11%	-$25.6K	0.01%	919
2025 Q3	$242K	Buy	8,722 +59	+0.7%	+$1.62K	0.01%	714
2025 Q2	$234K	Buy	8,663 +11	+0.1%	+$289	0.02%	547
2025 Q1	$230K	Buy	8,652 +97	+1%	+$2.59K	0.02%	450
2024 Q4	$223K	Buy	8,555 +42	+0.5%	+$1.13K	0.03%	404
2024 Q3	$231K	Buy	+8,513	New	+$227K	0.05%	307

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 $398M AUM 21.26% 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

Savvy Advisors Inc's INCM Position: Q1 2026 in Review

Savvy Advisors Inc increased its Franklin Income Focus ETF (INCM) stake by 2% in Q1 2026, buying an estimated $4.52K and bringing the position to 7,959 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #998.

Savvy Advisors Inc first reported a position in INCM in Q3 2024 and has held it in 7 quarters since. The position peaked at $242K in Q3 2025. 115 funds tracked by Wall St. Rank hold INCM as of Q1 2026.

Savvy Advisors Inc held 7,959 shares of Franklin Income Focus ETF worth $229K as of Q1 2026.
Savvy Advisors Inc bought 156 Franklin Income Focus ETF shares in Q1 2026, an estimated $4.52K.
Franklin Income Focus ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #998 holding.
Savvy Advisors Inc first reported a position in Franklin Income Focus ETF in Q3 2024 and has held it in 7 quarters since.
Savvy Advisors Inc's Franklin Income Focus ETF position peaked at $242K in Q3 2025.
115 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.