INCM β€” FRANKLIN TEMPLETON ETF TR

Ownership history in C2C Wealth Management, LLC  Β·  1 quarter on record

AI Ownership Summary

C2C Wealth Management, LLC reported FRANKLIN TEMPLETON ETF TR (INCM) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.21% in 2025 Q4. The latest visible filing shows INCM at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this INCM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was C2C Wealth Management, LLC's position in FRANKLIN TEMPLETON ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

INCM was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How C2C Wealth Management, LLC held INCM β€” position size vs. price
% of Fund (quarterly)    INCM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 9,000 β€” β€” 0.21% $252K 2026-02-14 (Est.) $29.35

FAQ About C2C Wealth Management, LLC and INCM

These are the practical questions this page is built to answer before you even open the full history table.

How long has C2C Wealth Management, LLC reported owning INCM?

C2C Wealth Management, LLC reported INCM across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported INCM position in C2C Wealth Management, LLC's portfolio?

The largest reported portfolio weight for INCM was 0.21% in 2025 Q4.

What is the latest reported INCM position on this page?

The most recent filing on this page is 2025 Q4, when C2C Wealth Management, LLC reported 9,000 shares, equal to 0.21% of portfolio, with an estimated market value of $252K.

What does the chart on this INCM ownership page compare?

The chart compares C2C Wealth Management, LLC's quarterly INCM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to C2C Wealth Management, LLC Holdings