EFG
INCE

Ethos Financial Group’s Franklin Income Equity Focus ETF INCE Stock Holding History

Ethos Financial Group’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 		– Sell
-16,275
Closed -$1.06M – 690
2026
Q1 		$1.06M Buy
+16,275
New +$1.06M 0.08% 194
2024
Q4 		– Sell
-14,211
Closed -$830K – 423
2024
Q3 		$830K Buy
+14,211
New +$795K 0.14% 92

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

Ethos Financial Group's INCE Position: Q2 2026 in Review

Ethos Financial Group sold out of Franklin Income Equity Focus ETF (INCE) in Q2 2026, closing a stake of 16,275 shares — an estimated $1.06M sold.

Ethos Financial Group first reported a position in INCE in Q3 2024 and held it in 2 quarters. The position peaked at $1.06M in Q1 2026. 44 funds tracked by Wall St. Rank hold INCE as of Q2 2026.

  • Ethos Financial Group reported no remaining Franklin Income Equity Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Ethos Financial Group sold 16,275 Franklin Income Equity Focus ETF shares in Q2 2026, an estimated $1.06M.
  • Ethos Financial Group first reported a position in Franklin Income Equity Focus ETF in Q3 2024 and held it in 2 quarters.
  • Ethos Financial Group's Franklin Income Equity Focus ETF position peaked at $1.06M in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.