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

Independent 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	$219K	Sell	3,287 -14	-0.4%	-$933	﹤0.01%	1429
2026 Q1	$213K	Sell	3,301 -175	-5%	-$11.3K	﹤0.01%	1347
2025 Q4	$212K	Buy	3,476 +65	+2%	+$3.89K	﹤0.01%	1319
2025 Q3	$202K	Buy	+3,411	New	+$200K	﹤0.01%	1290

Other funds holding INCE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Independent Financial Group reduced its Franklin Income Equity Focus ETF (INCE) stake by 0.42% in Q2 2026, selling an estimated $933 and leaving 3,287 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Independent Financial Group first reported a position in INCE in Q3 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold INCE as of Q2 2026.

Independent Financial Group held 3,287 shares of Franklin Income Equity Focus ETF worth $219K as of Q2 2026.
Independent Financial Group sold 14 Franklin Income Equity Focus ETF shares in Q2 2026, an estimated $933.
Franklin Income Equity Focus ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1429 holding.
Independent Financial Group first reported a position in Franklin Income Equity Focus ETF in Q3 2025 and has held it in 4 quarters since.
44 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.