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 Q2	$469K	Buy	16,269 +1,936	+14%	+$56.5K	0.01%	504
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 $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

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

WCG Wealth Advisors increased its Franklin Income Focus ETF (INCM) stake by 14% in Q2 2026, buying an estimated $56.5K and bringing the position to 16,269 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #504.

WCG Wealth Advisors first reported a position in INCM in Q2 2025 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

WCG Wealth Advisors held 16,269 shares of Franklin Income Focus ETF worth $469K as of Q2 2026.
WCG Wealth Advisors bought 1,936 Franklin Income Focus ETF shares in Q2 2026, an estimated $56.5K.
Franklin Income Focus ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #504 holding.
WCG Wealth Advisors first reported a position in Franklin Income Focus ETF in Q2 2025 and has held it in 5 quarters since.
122 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.