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Wealthcare Advisory Partners’s Franklin Income Focus ETF INCM Stock Holding History

Wealthcare Advisory Partners’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 		– Sell
-11,244
Closed -$323K – 1123
2026
Q1 		$323K Buy
11,244
+1,710
+18% +$49.5K 0.01% 850
2025
Q4 		$267K Buy
+9,534
New +$266K 0.01% 921

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealthcare Advisory Partners's INCM Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of Franklin Income Focus ETF (INCM) in Q2 2026, closing a stake of 11,244 shares — an estimated $323K sold.

Wealthcare Advisory Partners first reported a position in INCM in Q4 2025 and held it in 2 quarters. The position peaked at $323K in Q1 2026. 121 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

  • Wealthcare Advisory Partners reported no remaining Franklin Income Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 11,244 Franklin Income Focus ETF shares in Q2 2026, an estimated $323K.
  • Wealthcare Advisory Partners first reported a position in Franklin Income Focus ETF in Q4 2025 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Franklin Income Focus ETF position peaked at $323K in Q1 2026.
  • 121 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.