Commonwealth Equity Services’s Franklin Income Equity Focus ETF INCE Stock Holding History

Commonwealth Equity Services’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	$779K	Buy	12,051 +52	+0.4%	+$3.37K	﹤0.01%	2821
2025 Q4	$733K	Sell	11,999 -137	-1%	-$8.21K	﹤0.01%	2843
2025 Q3	$719K	Sell	12,136 -901	-7%	-$52.9K	﹤0.01%	2870
2025 Q2	$749K	Buy	13,037 +1,616	+14%	+$88.8K	﹤0.01%	2809
2025 Q1	$642K	Sell	11,421 -1,052	-8%	-$59.8K	﹤0.01%	2836
2024 Q4	$691K	Sell	12,473 -553	-4%	-$32K	﹤0.01%	2710
2024 Q3	$758K	Sell	13,026 -370	-3%	-$20.7K	﹤0.01%	2558
2024 Q2	$721K	Sell	13,396 -1,688	-11%	-$90K	﹤0.01%	2529
2024 Q1	$825K	Sell	15,084 -31,031	-67%	-$1.64M	﹤0.01%	2392
2023 Q4	$2.38M	Buy	46,115 +506	+1%	+$24.8K	﹤0.01%	1573
2023 Q3	$2.16M	Sell	45,609 -157,592	-78%	-$7.75M	﹤0.01%	1563
2023 Q2	$9.95M	Sell	203,201 -4,390	-2%	-$208K	0.02%	685
2023 Q1	$9.78K	Buy	207,591 +3,480	+2%	+$162K	0.02%	681
2022 Q4	$9.43M	Buy	204,111 +4,405	+2%	+$200K	0.02%	647
2022 Q3	$8.3M	Sell	199,706 -7,825	-4%	-$358K	0.02%	655
2022 Q2	$9.13M	Buy	207,531 +3,244	+2%	+$150K	0.02%	613
2022 Q1	$10M	Sell	204,287 -101,169	-33%	-$4.89M	0.02%	621
2021 Q4	$15.7M	Buy	305,456 +89,919	+42%	+$4.43M	0.04%	450
2021 Q3	$10.1M	Buy	215,537 +1,101	+0.5%	+$53.1K	0.03%	576
2021 Q2	$10M	Sell	214,436 -27,782	-11%	-$1.27M	0.03%	557
2021 Q1	$10.6M	Buy	242,218 +10,652	+5%	+$453K	0.03%	497
2020 Q4	$9.8M	Buy	231,566 +2,934	+1%	+$119K	0.03%	482
2020 Q3	$8.89M	Sell	228,632 -5,051	-2%	-$194K	0.03%	471
2020 Q2	$8.47M	Buy	233,683 +147,236	+170%	+$5.13M	0.03%	450
2020 Q1	$2.67M	Buy	86,447 +36,720	+74%	+$1.34M	0.01%	758
2019 Q4	$1.9M	Buy	+49,727	New	+$1.84M	0.01%	1067

Other funds holding INCE

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 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

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

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

Commonwealth Equity Services's INCE Position: Q1 2026 in Review

Commonwealth Equity Services increased its Franklin Income Equity Focus ETF (INCE) stake by 0.43% in Q1 2026, buying an estimated $3.37K and bringing the position to 12,051 shares worth $779K. The position accounts for ﹤0.01% of the portfolio, ranked #2821.

Commonwealth Equity Services first reported a position in INCE in Q4 2019 and has held it in 26 quarters since. The position peaked at $15.7M in Q4 2021. 42 funds tracked by Wall St. Rank hold INCE as of Q1 2026.

Commonwealth Equity Services held 12,051 shares of Franklin Income Equity Focus ETF worth $779K as of Q1 2026.
Commonwealth Equity Services bought 52 Franklin Income Equity Focus ETF shares in Q1 2026, an estimated $3.37K.
Franklin Income Equity Focus ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2821 holding.
Commonwealth Equity Services first reported a position in Franklin Income Equity Focus ETF in Q4 2019 and has held it in 26 quarters since.
Commonwealth Equity Services's Franklin Income Equity Focus ETF position peaked at $15.7M in Q4 2021.
42 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.