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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
– Sell
-7,600
Closed -$218K – 140
2026
Q1
$218K Hold
7,600
– – 0.2% 102
2025
Q4
$213K Buy
+7,600
New +$212K 0.22% 91

Other funds holding INCM

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 $218K sold.

Tortuga Wealth Management first reported a position in INCM in Q4 2025 and held it in 2 quarters. The position peaked at $218K in Q1 2026. 124 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 $218K.
  • 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 $218K in Q1 2026.
  • 124 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.