Cetera Advisors’s Franklin Income Equity Focus ETF INCE Stock Holding History

Cetera Advisors’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 Q1	$892K	Buy	16,326 +10,864	+199%	+$574K	0.01%	1216
2023 Q4	$282K	Sell	5,462 -472	-8%	-$23.1K	﹤0.01%	1461
2023 Q3	$282K	Sell	5,934 -1	-0%	-$49	﹤0.01%	1352
2023 Q2	$291K	Sell	5,935 -525	-8%	-$24.9K	﹤0.01%	1330
2023 Q1	$304K	Buy	6,460 +105	+2%	+$4.9K	0.01%	1279
2022 Q4	$294K	Hold	6,355	–	–	0.01%	1248
2022 Q3	$264K	Buy	6,355 +547	+9%	+$25K	0.01%	1030
2022 Q2	$256K	Buy	5,808 +633	+12%	+$29.4K	0.01%	1116
2022 Q1	$254K	Hold	5,175	–	–	0.01%	1187
2021 Q4	$266K	Buy	+5,175	New	+$255K	0.01%	1180

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

CTC

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Advisors's INCE Position: Q1 2024 in Review

Cetera Advisors increased its Franklin Income Equity Focus ETF (INCE) stake by 199% in Q1 2024, buying an estimated $574K and bringing the position to 16,326 shares worth $892K. The position accounts for 0.01% of the portfolio, ranked #1216.

Cetera Advisors first reported a position in INCE in Q4 2021 and has held it in 10 quarters since. 39 funds tracked by Wall St. Rank hold INCE as of Q1 2024.

Cetera Advisors held 16,326 shares of Franklin Income Equity Focus ETF worth $892K as of Q1 2024.
Cetera Advisors bought 10,864 Franklin Income Equity Focus ETF shares in Q1 2024, an estimated $574K.
Franklin Income Equity Focus ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1216 holding.
Cetera Advisors first reported a position in Franklin Income Equity Focus ETF in Q4 2021 and has held it in 10 quarters since.
39 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.