Sowell Financial Services’s Franklin Income Focus ETF INCM Stock Holding History

Sowell Financial Services’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	$12.3M	Buy	425,647 +31,113	+8%	+$908K	0.4%	44
2026 Q1	$11.3M	Sell	394,534 -39,091	-9%	-$1.13M	0.42%	41
2025 Q4	$12.2M	Sell	433,625 -2,571	-0.6%	-$71.7K	0.45%	42
2025 Q3	$12.1M	Buy	436,196 +24,153	+6%	+$663K	0.46%	39
2025 Q2	$11.1M	Buy	412,043 +11,144	+3%	+$293K	0.45%	41
2025 Q1	$10.7M	Buy	400,899 +42,268	+12%	+$1.13M	0.49%	36
2024 Q4	$9.36M	Buy	358,631 +117,317	+49%	+$3.15M	0.49%	44
2024 Q3	$6.58M	Sell	241,314 -11,277	-4%	-$300K	0.31%	78
2024 Q2	$6.55M	Sell	252,591 -23,803	-9%	-$613K	0.31%	75
2024 Q1	$7.21M	Buy	276,394 +56,944	+26%	+$1.46M	0.34%	72
2023 Q4	$5.64M	Buy	+219,450	New	+$5.37M	0.31%	81

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

Sowell Financial Services's INCM Position: Q2 2026 in Review

Sowell Financial Services increased its Franklin Income Focus ETF (INCM) stake by 7.9% in Q2 2026, buying an estimated $908K and bringing the position to 425,647 shares worth $12.3M. The position accounts for 0.4% of the portfolio, ranked #44.

Sowell Financial Services first reported a position in INCM in Q4 2023 and has held it in 11 quarters since. 120 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

Sowell Financial Services held 425,647 shares of Franklin Income Focus ETF worth $12.3M as of Q2 2026.
Sowell Financial Services bought 31,113 Franklin Income Focus ETF shares in Q2 2026, an estimated $908K.
Franklin Income Focus ETF made up 0.4% of Sowell Financial Services's portfolio in Q2 2026, its #44 holding.
Sowell Financial Services first reported a position in Franklin Income Focus ETF in Q4 2023 and has held it in 11 quarters since.
120 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.