Cambridge Investment Research Advisors
INCE

Cambridge Investment Research Advisors’s Franklin Income Equity Focus ETF INCE Stock Holding History

Cambridge Investment Research Advisors’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 		$1.98M Buy
30,560
+9,348
+44% +$606K 0.01% 1598
2025
Q4 		$1.3M Buy
21,212
+197
+0.9% +$11.8K ﹤0.01% 1904
2025
Q3 		$1.25M Sell
21,015
-638
-3% -$37.5K ﹤0.01% 1882
2025
Q2 		$1.24M Buy
21,653
+17
+0.1% +$935 ﹤0.01% 1785
2025
Q1 		$1.22M Sell
21,636
-354
-2% -$20.1K ﹤0.01% 1704
2024
Q4 		$1.22M Buy
21,990
+6,422
+41% +$372K ﹤0.01% 1716
2024
Q3 		$906K Sell
15,568
-44,365
-74% -$2.48M ﹤0.01% 1922
2024
Q2 		$3.23M Sell
59,933
-10,283
-15% -$548K 0.01% 992
2024
Q1 		$3.84M Sell
70,216
-672
-0.9% -$35.5K 0.01% 900
2023
Q4 		$3.66M Sell
70,888
-34,965
-33% -$1.71M 0.02% 861
2023
Q3 		$5.02M Sell
105,853
-605
-0.6% -$29.8K 0.02% 644
2023
Q2 		$5.21M Buy
106,458
+13,421
+14% +$636K 0.02% 640
2023
Q1 		$4.38M Buy
93,037
+7,430
+9% +$347K 0.02% 698
2022
Q4 		$3.96M Buy
85,607
+17,756
+26% +$808K 0.02% 709
2022
Q3 		$2.82M Buy
67,851
+656
+1% +$30K 0.02% 855
2022
Q2 		$2.96M Sell
67,195
-5,930
-8% -$275K 0.02% 855
2022
Q1 		$3.59M Buy
73,125
+799
+1% +$38.6K 0.02% 810
2021
Q4 		$3.72M Sell
72,326
-196
-0.3% -$9.66K 0.02% 797
2021
Q3 		$3.39M Buy
72,522
+1,010
+1% +$48.7K 0.02% 803
2021
Q2 		$3.35M Buy
71,512
+315
+0.4% +$14.4K 0.02% 833
2021
Q1 		$3.12M Buy
71,197
+7,959
+13% +$338K 0.02% 782
2020
Q4 		$2.67M Buy
63,238
+4,720
+8% +$192K 0.02% 783
2020
Q3 		$2.28M Sell
58,518
-2,555
-4% -$98.1K 0.02% 743
2020
Q2 		$2.21M Buy
61,073
+1,140
+2% +$39.7K 0.02% 727
2020
Q1 		$1.85M Buy
59,933
+21,217
+55% +$775K 0.02% 702
2019
Q4 		$1.48M Buy
38,716
+15,160
+64% +$562K 0.01% 940
2019
Q3 		$862K Buy
23,556
+16,695
+243% +$606K 0.01% 1155
2019
Q2 		$244K Buy
+6,861
New +$237K ﹤0.01% 1884

Other funds holding INCE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Osaic Holdings
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 $605M AUM 28.64% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors's INCE Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Franklin Income Equity Focus ETF (INCE) stake by 44% in Q1 2026, buying an estimated $606K and bringing the position to 30,560 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #1598.

Cambridge Investment Research Advisors first reported a position in INCE in Q2 2019 and has held it in 28 quarters since. The position peaked at $5.21M in Q2 2023. 42 funds tracked by Wall St. Rank hold INCE as of Q1 2026.

  • Cambridge Investment Research Advisors held 30,560 shares of Franklin Income Equity Focus ETF worth $1.98M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 9,348 Franklin Income Equity Focus ETF shares in Q1 2026, an estimated $606K.
  • Franklin Income Equity Focus ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1598 holding.
  • Cambridge Investment Research Advisors first reported a position in Franklin Income Equity Focus ETF in Q2 2019 and has held it in 28 quarters since.
  • Cambridge Investment Research Advisors's Franklin Income Equity Focus ETF position peaked at $5.21M in Q2 2023.
  • 42 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.