JFGIW
INCE

Johnson Financial Group Inc (Wisconsin)’s Franklin Income Equity Focus ETF INCE Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$44.5K Hold
684
– – ﹤0.01% 492
2025
Q4 		$41.9K Hold
684
– – ﹤0.01% 526
2025
Q3 		$40.7K Hold
684
– – ﹤0.01% 636
2025
Q2 		$39.5K Buy
+684
New +$37.6K ﹤0.01% 478

Other funds holding INCE

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Raymond James Financial
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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 $18.1B AUM 24.63% 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
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 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 $1.67B AUM 13.03% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s INCE Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Franklin Income Equity Focus ETF (INCE) position steady in Q1 2026 at 684 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Johnson Financial Group Inc (Wisconsin) first reported a position in INCE in Q2 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold INCE as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 684 shares of Franklin Income Equity Focus ETF worth $44.5K as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) left its Franklin Income Equity Focus ETF share count unchanged in Q1 2026.
  • Franklin Income Equity Focus ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #492 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Franklin Income Equity Focus ETF in Q2 2025 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.