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SFG Wealth Management’s Franklin Income Focus ETF INCM Stock Holding History

SFG Wealth 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
2025
Q2 		– Sell
-24,899
Closed -$663K – 104
2025
Q1 		$663K Buy
24,899
+320
+1% +$8.53K 0.32% 60
2024
Q4 		$642K Buy
24,579
+1,567
+7% +$42.1K 0.34% 48
2024
Q3 		$625K Sell
23,012
-582
-2% -$15.5K 0.33% 49
2024
Q2 		$610K Sell
23,594
-64
-0.3% -$1.65K 0.35% 44
2024
Q1 		$617K Buy
+23,658
New +$608K 0.37% 42

Other funds holding INCM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

SFG Wealth Management's INCM Position: Q2 2025 in Review

SFG Wealth Management sold out of Franklin Income Focus ETF (INCM) in Q2 2025, closing a stake of 24,899 shares — an estimated $663K sold.

SFG Wealth Management first reported a position in INCM in Q1 2024 and held it in 5 quarters. The position peaked at $663K in Q1 2025. 80 funds tracked by Wall St. Rank hold INCM as of Q2 2025.

  • SFG Wealth Management reported no remaining Franklin Income Focus ETF position as of Q2 2025 after selling out during the quarter.
  • SFG Wealth Management sold 24,899 Franklin Income Focus ETF shares in Q2 2025, an estimated $663K.
  • SFG Wealth Management first reported a position in Franklin Income Focus ETF in Q1 2024 and held it in 5 quarters.
  • SFG Wealth Management's Franklin Income Focus ETF position peaked at $663K in Q1 2025.
  • 80 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2025.

Based on SFG Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.