Secure Asset Management’s Franklin Income Focus ETF INCM Stock Holding History

Secure Asset Management’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	$1.2M	Buy	41,563 +7,591	+22%	+$222K	0.17%	122
2026 Q1	$977K	Buy	33,972 +14,101	+71%	+$408K	0.15%	128
2025 Q4	$557K	Buy	+19,871	New	+$554K	0.09%	178

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

Secure Asset Management's INCM Position: Q2 2026 in Review

Secure Asset Management increased its Franklin Income Focus ETF (INCM) stake by 22% in Q2 2026, buying an estimated $222K and bringing the position to 41,563 shares worth $1.2M. The position accounts for 0.17% of the portfolio, ranked #122.

Secure Asset Management first reported a position in INCM in Q4 2025 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

Secure Asset Management held 41,563 shares of Franklin Income Focus ETF worth $1.2M as of Q2 2026.
Secure Asset Management bought 7,591 Franklin Income Focus ETF shares in Q2 2026, an estimated $222K.
Franklin Income Focus ETF made up 0.17% of Secure Asset Management's portfolio in Q2 2026, its #122 holding.
Secure Asset Management first reported a position in Franklin Income Focus ETF in Q4 2025 and has held it in 3 quarters since.
120 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.