Carson Wealth (CWM LLC)
INCE

Carson Wealth (CWM LLC)’s Franklin Income Equity Focus ETF INCE Stock Holding History

Carson Wealth (CWM 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 		$740K Buy
11,441
+5,496
+92% +$356K ﹤0.01% 1740
2025
Q4 		$363K Buy
5,945
+835
+16% +$50K ﹤0.01% 2132
2025
Q3 		$303K Buy
5,110
+2,842
+125% +$167K ﹤0.01% 2130
2025
Q2 		$130K Buy
2,268
+1,595
+237% +$87.7K ﹤0.01% 2499
2025
Q1 		$38K Hold
673
– – ﹤0.01% 3213
2024
Q4 		$37K Buy
+673
New +$39K ﹤0.01% 3016

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
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 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

Carson Wealth (CWM LLC)'s INCE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Franklin Income Equity Focus ETF (INCE) stake by 92% in Q1 2026, buying an estimated $356K and bringing the position to 11,441 shares worth $740K. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Carson Wealth (CWM LLC) first reported a position in INCE in Q4 2024 and has held it in 6 quarters since. 42 funds tracked by Wall St. Rank hold INCE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,441 shares of Franklin Income Equity Focus ETF worth $740K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,496 Franklin Income Equity Focus ETF shares in Q1 2026, an estimated $356K.
  • Franklin Income Equity Focus ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1740 holding.
  • Carson Wealth (CWM LLC) first reported a position in Franklin Income Equity Focus ETF in Q4 2024 and has held it in 6 quarters since.
  • 42 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.