GRP
INCE

Global Retirement Partners’s Franklin Income Equity Focus ETF INCE Stock Holding History

Global Retirement Partners’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
2025
Q4 		$83.2K Hold
1,361
– – ﹤0.01% 2029
2025
Q3 		$80.7K Hold
1,361
– – ﹤0.01% 1618
2025
Q2 		$78.2K Buy
+1,361
New +$74.8K ﹤0.01% 1542
2024
Q4 		$188K Hold
3,390
– – 0.01% 984
2024
Q3 		$197K Hold
3,390
– – 0.01% 917
2024
Q2 		$183K Buy
3,390
+2,035
+150% +$109K 0.01% 919
2024
Q1 		$74.1K Sell
1,355
-60,881
-98% -$3.21M ﹤0.01% 1217
2023
Q4 		$3.2M Buy
+62,236
New +$3.05M 0.13% 156

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Global Retirement Partners's INCE Position: Q4 2025 in Review

Global Retirement Partners held its Franklin Income Equity Focus ETF (INCE) position steady in Q4 2025 at 1,361 shares worth $83.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

Global Retirement Partners first reported a position in INCE in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.2M in Q4 2023. 44 funds tracked by Wall St. Rank hold INCE as of Q4 2025.

  • Global Retirement Partners held 1,361 shares of Franklin Income Equity Focus ETF worth $83.2K as of Q4 2025.
  • Global Retirement Partners left its Franklin Income Equity Focus ETF share count unchanged in Q4 2025.
  • Franklin Income Equity Focus ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2029 holding.
  • Global Retirement Partners first reported a position in Franklin Income Equity Focus ETF in Q4 2023 and has held it in 8 quarters since.
  • Global Retirement Partners's Franklin Income Equity Focus ETF position peaked at $3.2M in Q4 2023.
  • 44 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.