Visionary Wealth Advisors’s Franklin Income Focus ETF INCM Stock Holding History

Visionary Wealth Advisors’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	$715K	Buy	24,853 +1,053	+4%	+$30.5K	0.03%	334
2025 Q4	$667K	Buy	23,800 +4,108	+21%	+$115K	0.03%	330
2025 Q3	$546K	Buy	19,692 +825	+4%	+$22.7K	0.03%	368
2025 Q2	$510K	Buy	18,867 +136	+0.7%	+$3.58K	0.03%	356
2025 Q1	$499K	Buy	18,731 +1,520	+9%	+$40.5K	0.03%	351
2024 Q4	$449K	Buy	17,211 +1,600	+10%	+$43K	0.03%	367
2024 Q3	$424K	Buy	15,611 +3,361	+27%	+$89.5K	0.03%	371
2024 Q2	$317K	Buy	+12,250	New	+$315K	0.02%	402

Other funds holding INCM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SIAS

Summit Investment Advisory Services Roseville, Minnesota $269M AUM 16.92% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Visionary Wealth Advisors's INCM Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Franklin Income Focus ETF (INCM) stake by 4.4% in Q1 2026, buying an estimated $30.5K and bringing the position to 24,853 shares worth $715K. The position accounts for 0.03% of the portfolio, ranked #334.

Visionary Wealth Advisors first reported a position in INCM in Q2 2024 and has held it in 8 quarters since. 115 funds tracked by Wall St. Rank hold INCM as of Q1 2026.

Visionary Wealth Advisors held 24,853 shares of Franklin Income Focus ETF worth $715K as of Q1 2026.
Visionary Wealth Advisors bought 1,053 Franklin Income Focus ETF shares in Q1 2026, an estimated $30.5K.
Franklin Income Focus ETF made up 0.03% of Visionary Wealth Advisors's portfolio in Q1 2026, its #334 holding.
Visionary Wealth Advisors first reported a position in Franklin Income Focus ETF in Q2 2024 and has held it in 8 quarters since.
115 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.