INCM — FRANKLIN TEMPLETON ETF TR

Ownership history in SMITH, MOORE & CO.  ·  4 quarters on record

This page tracks every 13F SEC filing in which SMITH, MOORE & CO. reported a position in FRANKLIN TEMPLETON ETF TR (INCM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.32% (2025 Q2)
Avg. % of fund
0.29%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 138,134 -2,268 -1.6% 0.29% $3.9M $27.80
2025 Q3 ADDED 140,402 +235 +0.2% 0.30% $3.9M $27.14
2025 Q2 ADDED 140,167 +44,474 +46.5% 0.32% $3.8M $26.13
2025 Q1 INITIATED 95,693 — — 0.24% $2.5M $25.40
% of Fund (quarterly)    INCM price (monthly, adj. close)

Other funds also holding INCM

As of 2025 Q4 — sorted by position size

Summit Investment Advisory Services, LLC 3Y 10.59% Next Level Private LLC 3Y 2.28% Larson Financial Group LLC 3Y 7Y 0.61% KENNEDY INVESTMENT GROUP 0.61% Pinnacle Financial Group, LLC / IL 3Y 0.55% Sowell Financial Services LLC 3Y 7Y 0.45% LVZ, Inc. 3Y 7Y 0.29% C2C Wealth Management, LLC 3Y 0.21% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.15% Gateway Wealth Partners, LLC 3Y 0.11%
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