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Tortuga Wealth Management’s Franklin Income Focus ETF INCM Stock Holding History

Tortuga Wealth Management’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 		– Sell
-7,600
Closed -$219K – 140
2026
Q1 		$219K Hold
7,600
– – 0.2% 102
2025
Q4 		$213K Buy
+7,600
New +$212K 0.22% 91

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Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Tortuga Wealth Management's INCM Position: Q2 2026 in Review

Tortuga Wealth Management sold out of Franklin Income Focus ETF (INCM) in Q2 2026, closing a stake of 7,600 shares — an estimated $219K sold.

Tortuga Wealth Management first reported a position in INCM in Q4 2025 and held it in 2 quarters. The position peaked at $219K in Q1 2026. 121 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

  • Tortuga Wealth Management reported no remaining Franklin Income Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Tortuga Wealth Management sold 7,600 Franklin Income Focus ETF shares in Q2 2026, an estimated $219K.
  • Tortuga Wealth Management first reported a position in Franklin Income Focus ETF in Q4 2025 and held it in 2 quarters.
  • Tortuga Wealth Management's Franklin Income Focus ETF position peaked at $219K in Q1 2026.
  • 121 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Tortuga Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.