CAL
INCE

Capital Analysts LLC’s Franklin Income Equity Focus ETF INCE Stock Holding History

Capital Analysts LLC’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
Q2 		$54K Hold
815
– – ﹤0.01% 977
2026
Q1 		$53K Hold
815
– – ﹤0.01% 929
2025
Q4 		$50K Hold
815
– – ﹤0.01% 917
2025
Q3 		$48K Buy
+815
New +$47.9K ﹤0.01% 891

Other funds holding INCE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $1.82B AUM 16.11% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Capital Analysts LLC's INCE Position: Q2 2026 in Review

Capital Analysts LLC held its Franklin Income Equity Focus ETF (INCE) position steady in Q2 2026 at 815 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Capital Analysts LLC first reported a position in INCE in Q3 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold INCE as of Q2 2026.

  • Capital Analysts LLC held 815 shares of Franklin Income Equity Focus ETF worth $54K as of Q2 2026.
  • Capital Analysts LLC left its Franklin Income Equity Focus ETF share count unchanged in Q2 2026.
  • Franklin Income Equity Focus ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #977 holding.
  • Capital Analysts LLC first reported a position in Franklin Income Equity Focus ETF in Q3 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.