Allworth Financial’s Franklin Income Equity Focus ETF INCE Stock Holding History

Allworth Financial’s Portfolio INCE Stock Details INCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$55.1K	Hold	853	–	–	﹤0.01%	2250
2025 Q4	$52.1K	Hold	853	–	–	﹤0.01%	2162
2025 Q3	$50.6K	Hold	853	–	–	﹤0.01%	2094
2025 Q2	$49K	Hold	853	–	–	﹤0.01%	1955
2025 Q1	$45.9K	Hold	853	–	–	﹤0.01%	1592
2024 Q4	$48.7K	Sell	853 -260	-23%	-$15.1K	﹤0.01%	1584
2024 Q3	$64.8K	Hold	1,113	–	–	﹤0.01%	1284
2024 Q2	$61.3K	Sell	1,113 -9	-0.8%	-$480	﹤0.01%	1285
2024 Q1	$61.3K	Buy	+1,122	New	+$59.2K	﹤0.01%	1223

Other funds holding INCE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

DADC

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Allworth Financial's INCE Position: Q1 2026 in Review

Allworth Financial held its Franklin Income Equity Focus ETF (INCE) position steady in Q1 2026 at 853 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2250.

Allworth Financial first reported a position in INCE in Q1 2024 and has held it in 9 quarters since. The position peaked at $64.8K in Q3 2024. 42 funds tracked by Wall St. Rank hold INCE as of Q1 2026.

Allworth Financial held 853 shares of Franklin Income Equity Focus ETF worth $55.1K as of Q1 2026.
Allworth Financial left its Franklin Income Equity Focus ETF share count unchanged in Q1 2026.
Franklin Income Equity Focus ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2250 holding.
Allworth Financial first reported a position in Franklin Income Equity Focus ETF in Q1 2024 and has held it in 9 quarters since.
Allworth Financial's Franklin Income Equity Focus ETF position peaked at $64.8K in Q3 2024.
42 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.