UBS Group’s Franklin Income Focus ETF INCM Stock Holding History

UBS Group’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	$8.17K	Buy	283 +101	+55%	+$2.95K	﹤0.01%	8703
2026 Q1	$5.23K	Buy	+182	New	+$5.27K	﹤0.01%	8817
2024 Q1	–	Sell	-1,869	Closed	-$48K	–	9652
2023 Q4	$48K	Buy	+1,869	New	+$45.8K	﹤0.01%	6557
2023 Q3	–	Sell	-200	Closed	-$5.05K	–	9699
2023 Q2	$5.05K	Buy	+200	New	+$5.03K	﹤0.01%	7479

Other funds holding INCM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group's INCM Position: Q2 2026 in Review

UBS Group increased its Franklin Income Focus ETF (INCM) stake by 55% in Q2 2026, buying an estimated $2.95K and bringing the position to 283 shares worth $8.17K. The position accounts for ﹤0.01% of the portfolio, ranked #8703.

UBS Group first reported a position in INCM in Q2 2023 and has held it in 4 quarters since. The position peaked at $48K in Q4 2023. 121 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

UBS Group held 283 shares of Franklin Income Focus ETF worth $8.17K as of Q2 2026.
UBS Group bought 101 Franklin Income Focus ETF shares in Q2 2026, an estimated $2.95K.
Franklin Income Focus ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8703 holding.
UBS Group first reported a position in Franklin Income Focus ETF in Q2 2023 and has held it in 4 quarters since.
UBS Group's Franklin Income Focus ETF position peaked at $48K in Q4 2023.
121 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.