Question 1

How many shares of INCM does D.A. DAVIDSON & CO. own?

Accepted Answer

As of 2026-Q2, D.A. DAVIDSON & CO. holds 165,320 shares of INCM (FRANKLIN TEMPLETON ETF TR).

Question 2

What is D.A. DAVIDSON & CO.'s INCM position worth?

Accepted Answer

As of 2026-Q2, D.A. DAVIDSON & CO.'s INCM position is worth $4.8M.

Question 3

Is D.A. DAVIDSON & CO. buying or selling INCM?

Accepted Answer

In 2026-Q2, D.A. DAVIDSON & CO. increased their INCM position (+8.0% change in shares).

Question 4

When did D.A. DAVIDSON & CO. first buy INCM?

Accepted Answer

Based on available 13F filings, D.A. DAVIDSON & CO. first reported a position in INCM in 2024-Q3. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	165,320	+8.0%	$4.8M	0.0%	$28.86	29
2026-Q1	Increased	153,075	+6.2%	$4.4M	0.0%	$29.22	29
2025-Q4	Increased	144,185	+4.9%	$4M	0.0%	$28.02	28
2025-Q3	Increased	137,506	+1.5%	$3.8M	0.0%	$27.17	27
2025-Q2	Increased	135,489	+18.7%	$3.7M	0.0%	$26.18	31
2025-Q1	Increased	114,139	+31.6%	$3M	0.0%	$25.45	34
2024-Q4	Increased	86,761	+227.1%	$2.3M	0.0%	$24.76	42
2024-Q3	New	26,527	-	$721,004	0.0%	$25.28	34

INCM8 quarters

INCM
8 quarters