CB
INCE

Chris Bulman’s Franklin Income Equity Focus ETF INCE Stock Holding History

Chris Bulman’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
-40
Closed -$2.15K – 400
2024
Q2 		$2.15K Buy
+40
New +$2.13K ﹤0.01% 339

Other funds holding INCE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HB
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Jane Street
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

Chris Bulman's INCE Position: Q3 2024 in Review

Chris Bulman sold out of Franklin Income Equity Focus ETF (INCE) in Q3 2024, closing a stake of 40 shares — an estimated $2.15K sold.

Chris Bulman first reported a position in INCE in Q2 2024 and held it in 1 quarter. The position peaked at $2.15K in Q2 2024. 38 funds tracked by Wall St. Rank hold INCE as of Q3 2024.

  • Chris Bulman reported no remaining Franklin Income Equity Focus ETF position as of Q3 2024 after selling out during the quarter.
  • Chris Bulman sold 40 Franklin Income Equity Focus ETF shares in Q3 2024, an estimated $2.15K.
  • Chris Bulman first reported a position in Franklin Income Equity Focus ETF in Q2 2024 and held it in 1 quarter.
  • Chris Bulman's Franklin Income Equity Focus ETF position peaked at $2.15K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q3 2024.

Based on Chris Bulman's 13F filing for Q3 2024, filed 22 Oct 2024.