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
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 $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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Capital Analysts LLC's INCE Position: Q1 2026 in Review

Capital Analysts LLC held its Franklin Income Equity Focus ETF (INCE) position steady in Q1 2026 at 815 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Capital Analysts LLC first reported a position in INCE in Q3 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold INCE as of Q1 2026.

  • Capital Analysts LLC held 815 shares of Franklin Income Equity Focus ETF worth $53K as of Q1 2026.
  • Capital Analysts LLC left its Franklin Income Equity Focus ETF share count unchanged in Q1 2026.
  • Franklin Income Equity Focus ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #929 holding.
  • Capital Analysts LLC first reported a position in Franklin Income Equity Focus ETF in Q3 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.