Steward Partners Investment Advisory’s Franklin Income Focus ETF INCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Buy |
130,598
+17,180
| +15% | +$465K | 0.03% | 519 |
|
|
2025
Q1 | $3.02M | Buy |
113,418
+5,315
| +5% | +$142K | 0.03% | 529 |
|
|
2024
Q4 | $2.82M | Buy |
108,103
+40,387
| +60% | +$1.05M | 0.03% | 529 |
|
|
2024
Q3 | $1.84M | Buy |
67,716
+7,785
| +13% | +$212K | 0.02% | 658 |
|
|
2024
Q2 | $1.55M | Buy |
59,931
+7,510
| +14% | +$194K | 0.02% | 663 |
|
|
2024
Q1 | $1.37M | Buy |
52,421
+1,771
| +3% | +$46.2K | 0.02% | 699 |
|
|
2023
Q4 | $1.3M | Buy |
50,650
+49,850
| +6,231% | +$1.28M | 0.02% | 641 |
|
|
2023
Q3 | $19.4K | Buy |
+800
| New | +$19.4K | ﹤0.01% | 2322 |
|