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Sigma Planning Corp’s Franklin Income Focus ETF INCM Stock Holding History

Sigma Planning Corp’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 		$334K Buy
11,555
+1,383
+14% +$40.4K 0.01% 1091
2026
Q1 		$292K Buy
10,172
+1,860
+22% +$53.9K 0.01% 1065
2025
Q4 		$233K Buy
8,312
+13
+0.2% +$362 0.01% 1142
2025
Q3 		$230K Buy
+8,299
New +$228K 0.01% 1154

Other funds holding INCM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
BWM
Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Sigma Planning Corp's INCM Position: Q2 2026 in Review

Sigma Planning Corp increased its Franklin Income Focus ETF (INCM) stake by 14% in Q2 2026, buying an estimated $40.4K and bringing the position to 11,555 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #1091.

Sigma Planning Corp first reported a position in INCM in Q3 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

  • Sigma Planning Corp held 11,555 shares of Franklin Income Focus ETF worth $334K as of Q2 2026.
  • Sigma Planning Corp bought 1,383 Franklin Income Focus ETF shares in Q2 2026, an estimated $40.4K.
  • Franklin Income Focus ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1091 holding.
  • Sigma Planning Corp first reported a position in Franklin Income Focus ETF in Q3 2025 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.