CAWM
INCE

Capital A Wealth Management’s Franklin Income Equity Focus ETF INCE Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-145
Closed -$8.15K – 868
2025
Q1 		$8.15K Buy
145
+7
+5% +$398 0.01% 325
2024
Q4 		$7.64K Buy
+138
New +$7.99K 0.01% 334

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Capital A Wealth Management's INCE Position: Q2 2025 in Review

Capital A Wealth Management sold out of Franklin Income Equity Focus ETF (INCE) in Q2 2025, closing a stake of 145 shares — an estimated $8.15K sold.

Capital A Wealth Management first reported a position in INCE in Q4 2024 and held it in 2 quarters. The position peaked at $8.15K in Q1 2025. 41 funds tracked by Wall St. Rank hold INCE as of Q2 2025.

  • Capital A Wealth Management reported no remaining Franklin Income Equity Focus ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 145 Franklin Income Equity Focus ETF shares in Q2 2025, an estimated $8.15K.
  • Capital A Wealth Management first reported a position in Franklin Income Equity Focus ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Franklin Income Equity Focus ETF position peaked at $8.15K in Q1 2025.
  • 41 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.