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Wellington-Altus USA’s Franklin Income Focus ETF INCM Stock Holding History

Wellington-Altus USA’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 		$68.9K Buy
2,398
+350
+17% +$10.2K 0.05% 257
2026
Q1 		$59.1K Sell
2,048
-350
-15% -$10.1K 0.03% 312
2025
Q4 		$67.2K Buy
+2,398
New +$66.9K 0.05% 249

Other funds holding INCM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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

Wellington-Altus USA's INCM Position: Q2 2026 in Review

Wellington-Altus USA increased its Franklin Income Focus ETF (INCM) stake by 17% in Q2 2026, buying an estimated $10.2K and bringing the position to 2,398 shares worth $68.9K. The position accounts for 0.05% of the portfolio, ranked #257.

Wellington-Altus USA first reported a position in INCM in Q4 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

  • Wellington-Altus USA held 2,398 shares of Franklin Income Focus ETF worth $68.9K as of Q2 2026.
  • Wellington-Altus USA bought 350 Franklin Income Focus ETF shares in Q2 2026, an estimated $10.2K.
  • Franklin Income Focus ETF made up 0.05% of Wellington-Altus USA's portfolio in Q2 2026, its #257 holding.
  • Wellington-Altus USA first reported a position in Franklin Income Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.