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 Q2	$738K	Buy	25,559 +706	+3%	+$20.6K	0.03%	363
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 $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

Visionary Wealth Advisors's INCM Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Franklin Income Focus ETF (INCM) stake by 2.8% in Q2 2026, buying an estimated $20.6K and bringing the position to 25,559 shares worth $738K. The position accounts for 0.03% of the portfolio, ranked #363.

Visionary Wealth Advisors first reported a position in INCM in Q2 2024 and has held it in 9 quarters since. 121 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

Visionary Wealth Advisors held 25,559 shares of Franklin Income Focus ETF worth $738K as of Q2 2026.
Visionary Wealth Advisors bought 706 Franklin Income Focus ETF shares in Q2 2026, an estimated $20.6K.
Franklin Income Focus ETF made up 0.03% of Visionary Wealth Advisors's portfolio in Q2 2026, its #363 holding.
Visionary Wealth Advisors first reported a position in Franklin Income Focus ETF in Q2 2024 and has held it in 9 quarters since.
121 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.