John Overdeck’s Franklin Income Equity Focus ETF INCE Stock Holding History

John Overdeck’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	$320K	Buy	+4,800	New	+$320K	﹤0.01%	4481

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

John Overdeck's INCE Position: Q2 2026 in Review

John Overdeck opened a new position in Franklin Income Equity Focus ETF (INCE) in Q2 2026: 4,800 shares worth $320K. The stake represents ﹤0.01% of the portfolio and ranks #4481 among its holdings.

44 funds tracked by Wall St. Rank hold INCE as of Q2 2026.

John Overdeck held 4,800 shares of Franklin Income Equity Focus ETF worth $320K as of Q2 2026.
Franklin Income Equity Focus ETF was a new John Overdeck position in Q2 2026.
Franklin Income Equity Focus ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4481 holding.
44 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.