B. Riley Wealth Advisors’s Franklin Income Focus ETF INCM Stock Holding History

B. Riley Wealth Advisors’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	$218K	Buy	+7,475	New	+$218K	0.01%	740

Other funds holding INCM

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return

B. Riley Wealth Advisors's INCM Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Franklin Income Focus ETF (INCM) in Q2 2026: 7,475 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #740 among its holdings.

41 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

B. Riley Wealth Advisors held 7,475 shares of Franklin Income Focus ETF worth $218K as of Q2 2026.
Franklin Income Focus ETF was a new B. Riley Wealth Advisors position in Q2 2026.
Franklin Income Focus ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #740 holding.
41 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.