Wealth Enhancement Advisory Services
INCM icon

Wealth Enhancement Advisory Services’s Franklin Income Focus ETF INCM Stock Holding History

Wealth Enhancement Advisory Services’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 		$18.2M Sell
625,441
-1,404
-0.2% -$41K 0.03% 467
2026
Q1 		$18M Sell
626,845
-91,645
-13% -$2.65M 0.04% 424
2025
Q4 		$20.4M Buy
718,490
+177,205
+33% +$4.94M 0.03% 475
2025
Q3 		$15.1M Buy
541,285
+40,412
+8% +$1.11M 0.02% 523
2025
Q2 		$13.7M Sell
500,873
-454,144
-48% -$11.9M 0.02% 537
2025
Q1 		$25.4M Sell
955,017
-1,599
-0.2% -$42.6K 0.05% 337
2024
Q4 		$25M Buy
956,616
+174,400
+22% +$4.69M 0.05% 326
2024
Q3 		$21.3M Buy
782,216
+11,403
+1% +$304K 0.05% 339
2024
Q2 		$19.9M Sell
770,813
-26,812
-3% -$690K 0.05% 333
2024
Q1 		$20.8M Buy
797,625
+21,958
+3% +$564K 0.05% 313
2023
Q4 		$19.9M Buy
+775,667
New +$19M 0.06% 299

Other funds holding INCM

NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RMP
Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM