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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
Q1 		$219K Hold
7,600
– – 0.2% 102
2025
Q4 		$213K Buy
+7,600
New +$212K 0.22% 91

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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 $398M AUM 21.26% 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

Tortuga Wealth Management's INCM Position: Q1 2026 in Review

Tortuga Wealth Management held its Franklin Income Focus ETF (INCM) position steady in Q1 2026 at 7,600 shares worth $219K. The position accounts for 0.2% of the portfolio, ranked #102.

Tortuga Wealth Management first reported a position in INCM in Q4 2025 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold INCM as of Q1 2026.

  • Tortuga Wealth Management held 7,600 shares of Franklin Income Focus ETF worth $219K as of Q1 2026.
  • Tortuga Wealth Management left its Franklin Income Focus ETF share count unchanged in Q1 2026.
  • Franklin Income Focus ETF made up 0.2% of Tortuga Wealth Management's portfolio in Q1 2026, its #102 holding.
  • Tortuga Wealth Management first reported a position in Franklin Income Focus ETF in Q4 2025 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.