Richards, Merrill & Peterson’s Franklin Income Focus ETF INCM Stock Holding History

Richards, Merrill & Peterson’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	$3.18M	Buy	110,145 +37,400	+51%	+$1.09M	1.01%	22
2026 Q1	$2.09M	Buy	72,745 +20,235	+39%	+$586K	0.77%	33
2025 Q4	$1.47M	Buy	52,510 +20,735	+65%	+$578K	0.56%	47
2025 Q3	$881K	Buy	31,775 +9,575	+43%	+$263K	0.38%	76
2025 Q2	$601K	Buy	+22,200	New	+$584K	0.29%	88

Other funds holding INCM

SIAS

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

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

NLP

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

SFS

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

BWM

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

DADC

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Richards, Merrill & Peterson's INCM Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Franklin Income Focus ETF (INCM) stake by 51% in Q2 2026, buying an estimated $1.09M and bringing the position to 110,145 shares worth $3.18M. The position accounts for 1.01% of the portfolio, ranked #22.

Richards, Merrill & Peterson first reported a position in INCM in Q2 2025 and has held it in 5 quarters since. 42 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

Richards, Merrill & Peterson held 110,145 shares of Franklin Income Focus ETF worth $3.18M as of Q2 2026.
Richards, Merrill & Peterson bought 37,400 Franklin Income Focus ETF shares in Q2 2026, an estimated $1.09M.
Franklin Income Focus ETF made up 1.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #22 holding.
Richards, Merrill & Peterson first reported a position in Franklin Income Focus ETF in Q2 2025 and has held it in 5 quarters since.
42 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.