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Wealthspire Advisors (New York)’s Franklin Income Focus ETF INCM Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-296
Closed -$8.21K – 1927
2025
Q3 		$8.21K Buy
+296
New +$8.13K ﹤0.01% 2119

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Royal Bank of Canada
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealthspire Advisors (New York)'s INCM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Franklin Income Focus ETF (INCM) in Q4 2025, closing a stake of 296 shares — an estimated $8.21K sold.

Wealthspire Advisors (New York) first reported a position in INCM in Q3 2025 and held it in 1 quarter. The position peaked at $8.21K in Q3 2025. 95 funds tracked by Wall St. Rank hold INCM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Franklin Income Focus ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 296 Franklin Income Focus ETF shares in Q4 2025, an estimated $8.21K.
  • Wealthspire Advisors (New York) first reported a position in Franklin Income Focus ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Franklin Income Focus ETF position peaked at $8.21K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.