CWM
INCE

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
Q2 		$424K Buy
6,360
+14
+0.2% +$933 0.02% 531
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cornerstone Wealth Management's INCE Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Franklin Income Equity Focus ETF (INCE) stake by 0.22% in Q2 2026, buying an estimated $933 and bringing the position to 6,360 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #531.

Cornerstone Wealth Management first reported a position in INCE in Q4 2023 and has held it in 11 quarters since. The position peaked at $793K in Q1 2024. 44 funds tracked by Wall St. Rank hold INCE as of Q2 2026.

  • Cornerstone Wealth Management held 6,360 shares of Franklin Income Equity Focus ETF worth $424K as of Q2 2026.
  • Cornerstone Wealth Management bought 14 Franklin Income Equity Focus ETF shares in Q2 2026, an estimated $933.
  • Franklin Income Equity Focus ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #531 holding.
  • Cornerstone Wealth Management first reported a position in Franklin Income Equity Focus ETF in Q4 2023 and has held it in 11 quarters since.
  • Cornerstone Wealth Management's Franklin Income Equity Focus ETF position peaked at $793K in Q1 2024.
  • 44 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.