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

Certus 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
2024 Q3	–	Sell	-8,101	Closed	-$436K	–	56
2024 Q2	$436K	Hold	8,101	–	–	0.33%	45
2024 Q1	$425K	Sell	8,101 -131	-2%	-$6.92K	0.34%	44
2023 Q4	$425K	Buy	8,232 +166	+2%	+$8.12K	0.36%	45
2023 Q3	$383K	Buy	8,066 +907	+13%	+$44.6K	0.37%	46
2023 Q2	$350K	Buy	+7,159	New	+$339K	0.35%	46

Other funds holding INCE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Certus Wealth Management's INCE Position: Q3 2024 in Review

Certus Wealth Management sold out of Franklin Income Equity Focus ETF (INCE) in Q3 2024, closing a stake of 8,101 shares — an estimated $436K sold.

Certus Wealth Management first reported a position in INCE in Q2 2023 and held it in 5 quarters. The position peaked at $436K in Q2 2024. 38 funds tracked by Wall St. Rank hold INCE as of Q3 2024.

Certus Wealth Management reported no remaining Franklin Income Equity Focus ETF position as of Q3 2024 after selling out during the quarter.
Certus Wealth Management sold 8,101 Franklin Income Equity Focus ETF shares in Q3 2024, an estimated $436K.
Certus Wealth Management first reported a position in Franklin Income Equity Focus ETF in Q2 2023 and held it in 5 quarters.
Certus Wealth Management's Franklin Income Equity Focus ETF position peaked at $436K in Q2 2024.
38 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q3 2024.

Based on Certus Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.