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

Cornerstone 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
2026 Q1	$410K	Buy	6,346 +11	+0.2%	+$713	0.02%	498
2025 Q4	$387K	Buy	6,335 +11	+0.2%	+$659	0.02%	485
2025 Q3	$375K	Buy	6,324 +246	+4%	+$14.5K	0.02%	484
2025 Q2	$349K	Buy	6,078 +362	+6%	+$19.9K	0.02%	477
2025 Q1	$321K	Sell	5,716 -6,584	-54%	-$374K	0.02%	458
2024 Q4	$681K	Buy	12,300 +621	+5%	+$36K	0.05%	303
2024 Q3	$680K	Hold	11,679	–	–	0.05%	286
2024 Q2	$629K	Sell	11,679 -2,825	-19%	-$151K	0.05%	283
2024 Q1	$793K	Buy	14,504 +160	+1%	+$8.45K	0.06%	239
2023 Q4	$741K	Buy	+14,344	New	+$702K	0.06%	247

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

Cornerstone Wealth Management's INCE Position: Q1 2026 in Review

Cornerstone Wealth Management increased its Franklin Income Equity Focus ETF (INCE) stake by 0.17% in Q1 2026, buying an estimated $713 and bringing the position to 6,346 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #498.

Cornerstone Wealth Management first reported a position in INCE in Q4 2023 and has held it in 10 quarters since. The position peaked at $793K in Q1 2024. 42 funds tracked by Wall St. Rank hold INCE as of Q1 2026.

Cornerstone Wealth Management held 6,346 shares of Franklin Income Equity Focus ETF worth $410K as of Q1 2026.
Cornerstone Wealth Management bought 11 Franklin Income Equity Focus ETF shares in Q1 2026, an estimated $713.
Franklin Income Equity Focus ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q1 2026, its #498 holding.
Cornerstone Wealth Management first reported a position in Franklin Income Equity Focus ETF in Q4 2023 and has held it in 10 quarters since.
Cornerstone Wealth Management's Franklin Income Equity Focus ETF position peaked at $793K in Q1 2024.
42 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.