Steward Partners Investment Advisory’s Franklin Income Focus ETF INCM Stock Holding History

Steward Partners Investment Advisory’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	$5.23M	Buy	181,408 +10,771	+6%	+$314K	0.03%	550
2026 Q1	$4.91M	Buy	170,637 +9,440	+6%	+$273K	0.03%	522
2025 Q4	$4.52M	Buy	161,197 +11,233	+7%	+$313K	0.02%	500
2025 Q3	$4.16M	Buy	149,964 +19,366	+15%	+$532K	0.02%	522
2025 Q2	$3.53M	Buy	130,598 +17,180	+15%	+$452K	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%	+$1.09M	0.03%	529
2024 Q3	$1.84M	Buy	67,716 +7,785	+13%	+$207K	0.02%	658
2024 Q2	$1.55M	Buy	59,931 +7,510	+14%	+$193K	0.02%	663
2024 Q1	$1.37M	Buy	52,421 +1,771	+3%	+$45.5K	0.02%	699
2023 Q4	$1.3M	Buy	50,650 +49,850	+6,231%	+$1.22M	0.02%	641
2023 Q3	$19.4K	Buy	+800	New	+$20K	﹤0.01%	2322

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

Steward Partners Investment Advisory's INCM Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Franklin Income Focus ETF (INCM) stake by 6.3% in Q2 2026, buying an estimated $314K and bringing the position to 181,408 shares worth $5.23M. The position accounts for 0.03% of the portfolio, ranked #550.

Steward Partners Investment Advisory first reported a position in INCM in Q3 2023 and has held it in 12 quarters since. 120 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

Steward Partners Investment Advisory held 181,408 shares of Franklin Income Focus ETF worth $5.23M as of Q2 2026.
Steward Partners Investment Advisory bought 10,771 Franklin Income Focus ETF shares in Q2 2026, an estimated $314K.
Franklin Income Focus ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #550 holding.
Steward Partners Investment Advisory first reported a position in Franklin Income Focus ETF in Q3 2023 and has held it in 12 quarters since.
120 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.