SWP
INCM icon

Stratos Wealth Partners’s Franklin Income Focus ETF INCM Stock Holding History

Stratos Wealth Partners’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
Q1 		$650K Buy
22,611
+1,705
+8% +$49.4K 0.01% 961
2025
Q4 		$586K Buy
20,906
+1,103
+6% +$30.8K 0.01% 980
2025
Q3 		$549K Buy
19,803
+6,692
+51% +$184K 0.01% 975
2025
Q2 		$355K Buy
13,111
+1,443
+12% +$38K ﹤0.01% 1071
2025
Q1 		$311K Buy
11,668
+1,808
+18% +$48.2K ﹤0.01% 1072
2024
Q4 		$257K Buy
9,860
+1,175
+14% +$31.6K ﹤0.01% 1219
2024
Q3 		$236K Buy
+8,685
New +$231K ﹤0.01% 1259

Other funds holding INCM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $269M AUM 16.92% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stratos Wealth Partners's INCM Position: Q1 2026 in Review

Stratos Wealth Partners increased its Franklin Income Focus ETF (INCM) stake by 8.2% in Q1 2026, buying an estimated $49.4K and bringing the position to 22,611 shares worth $650K. The position accounts for 0.01% of the portfolio, ranked #961.

Stratos Wealth Partners first reported a position in INCM in Q3 2024 and has held it in 7 quarters since. 115 funds tracked by Wall St. Rank hold INCM as of Q1 2026.

  • Stratos Wealth Partners held 22,611 shares of Franklin Income Focus ETF worth $650K as of Q1 2026.
  • Stratos Wealth Partners bought 1,705 Franklin Income Focus ETF shares in Q1 2026, an estimated $49.4K.
  • Franklin Income Focus ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #961 holding.
  • Stratos Wealth Partners first reported a position in Franklin Income Focus ETF in Q3 2024 and has held it in 7 quarters since.
  • 115 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.