Summit Investment Advisory Services’s Franklin Income Focus ETF INCM Stock Holding History

Summit Investment Advisory 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 Q1	$28.8M	Buy	1,002,091 +1,261	+0.1%	+$36.5K	10.7%	3
2025 Q4	$28.1M	Buy	1,000,830 +29,408	+3%	+$820K	10.59%	4
2025 Q3	$26.9M	Buy	971,422 +59,238	+6%	+$1.63M	10.73%	4
2025 Q2	$24.7M	Buy	912,184 +27,541	+3%	+$725K	10.73%	4
2025 Q1	$23.6M	Buy	884,643 +799,254	+936%	+$21.3M	11.55%	3
2024 Q4	$2.23M	Buy	85,389 +10,447	+14%	+$281K	1.15%	15
2024 Q3	$2.04M	Buy	+74,942	New	+$1.99M	1.08%	15
2024 Q2	–	Sell	-60,829	Closed	-$1.59M	–	66
2024 Q1	$1.59M	Sell	60,829 -19,866	-25%	-$510K	0.94%	15
2023 Q4	$2.07M	Buy	+80,695	New	+$1.98M	1.31%	13

Other funds holding INCM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return