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
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 $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ethos Financial Group's INCE Position: Q1 2026 in Review

Ethos Financial Group opened a new position in Franklin Income Equity Focus ETF (INCE) in Q1 2026: 16,275 shares worth $1.06M. The stake represents 0.08% of the portfolio and ranks #194 among its holdings. This is a return to the name: Ethos Financial Group previously reported a position in INCE as recently as Q3 2024.

Ethos Financial Group first reported a position in INCE in Q3 2024 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold INCE as of Q1 2026.

  • Ethos Financial Group held 16,275 shares of Franklin Income Equity Focus ETF worth $1.06M as of Q1 2026.
  • Franklin Income Equity Focus ETF was a new Ethos Financial Group position in Q1 2026.
  • Franklin Income Equity Focus ETF made up 0.08% of Ethos Financial Group's portfolio in Q1 2026, its #194 holding.
  • Ethos Financial Group first reported a position in Franklin Income Equity Focus ETF in Q3 2024 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.