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
2026
Q2 		$90.7K Buy
+1,362
New +$90.8K ﹤0.01% 2129
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 $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

Global Retirement Partners's INCE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Franklin Income Equity Focus ETF (INCE) in Q2 2026: 1,362 shares worth $90.7K. The stake represents ﹤0.01% of the portfolio and ranks #2129 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in INCE as recently as Q4 2025.

Global Retirement Partners first reported a position in INCE in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.2M in Q4 2023. 44 funds tracked by Wall St. Rank hold INCE as of Q2 2026.

  • Global Retirement Partners held 1,362 shares of Franklin Income Equity Focus ETF worth $90.7K as of Q2 2026.
  • Franklin Income Equity Focus ETF was a new Global Retirement Partners position in Q2 2026.
  • Franklin Income Equity Focus ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2129 holding.
  • Global Retirement Partners first reported a position in Franklin Income Equity Focus ETF in Q4 2023 and has held it in 9 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 Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.