Avantax Advisory Services’s Franklin Income Equity Focus ETF INCE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$211K Buy
3,669
+3
+0.1% +$165 ﹤0.01% 2163
2025
Q1
$206K Buy
+3,666
New +$208K ﹤0.01% 2093

Other funds holding INCE

Avantax Advisory Services's INCE Position: Q2 2025 in Review

Avantax Advisory Services increased its Franklin Income Equity Focus ETF (INCE) stake by 0.08% in Q2 2025, buying an estimated $165 and bringing the position to 3,669 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

Avantax Advisory Services first reported a position in INCE in Q1 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold INCE as of Q2 2025.

  • Avantax Advisory Services held 3,669 shares of Franklin Income Equity Focus ETF worth $211K as of Q2 2025.
  • Avantax Advisory Services bought 3 Franklin Income Equity Focus ETF shares in Q2 2025, an estimated $165.
  • Franklin Income Equity Focus ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2163 holding.
  • Avantax Advisory Services first reported a position in Franklin Income Equity Focus ETF in Q1 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.