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

WCG 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	$412K	Buy	14,333 +33	+0.2%	+$955	0.01%	481
2025 Q4	$401K	Buy	14,300 +2,500	+21%	+$69.7K	0.01%	469
2025 Q3	$327K	Buy	11,800 +1,800	+18%	+$49.4K	0.02%	322
2025 Q2	$271K	Buy	+10,000	New	+$263K	0.02%	319

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

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

WCG Wealth Advisors increased its Franklin Income Focus ETF (INCM) stake by 0.23% in Q1 2026, buying an estimated $955 and bringing the position to 14,333 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #481.

WCG Wealth Advisors first reported a position in INCM in Q2 2025 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold INCM as of Q1 2026.

WCG Wealth Advisors held 14,333 shares of Franklin Income Focus ETF worth $412K as of Q1 2026.
WCG Wealth Advisors bought 33 Franklin Income Focus ETF shares in Q1 2026, an estimated $955.
Franklin Income Focus ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q1 2026, its #481 holding.
WCG Wealth Advisors first reported a position in Franklin Income Focus ETF in Q2 2025 and has held it in 4 quarters since.
115 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.