LPL Financial
INCE

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

LPL Financial’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 		$26.5M Buy
409,282
+47,722
+13% +$3.1M 0.01% 1288
2025
Q4 		$22.1M Buy
361,560
+11,962
+3% +$717K 0.01% 1351
2025
Q3 		$20.7M Buy
349,598
+16,311
+5% +$958K 0.01% 1342
2025
Q2 		$19.2M Buy
333,287
+14,223
+4% +$782K 0.01% 1284
2025
Q1 		$17.9M Buy
319,064
+2,689
+0.8% +$153K 0.01% 1213
2024
Q4 		$17.5M Buy
316,375
+100
+0% +$5.79K 0.01% 1168
2024
Q3 		$18.4M Sell
316,275
-60,712
-16% -$3.4M 0.01% 1087
2024
Q2 		$20.3M Sell
376,987
-16,906
-4% -$902K 0.01% 967
2024
Q1 		$21.5M Buy
393,893
+19,410
+5% +$1.02M 0.01% 917
2023
Q4 		$19.3M Buy
374,483
+19,521
+5% +$955K 0.01% 897
2023
Q3 		$16.8M Sell
354,962
-107,540
-23% -$5.29M 0.01% 877
2023
Q2 		$22.6M Buy
462,502
+103,440
+29% +$4.9M 0.02% 741
2023
Q1 		$16.9M Buy
359,062
+96,038
+37% +$4.48M 0.01% 832
2022
Q4 		$12.2M Buy
263,024
+167,946
+177% +$7.64M 0.01% 923
2022
Q3 		$3.95M Sell
95,078
-32,318
-25% -$1.48M ﹤0.01% 1538
2022
Q2 		$5.61M Buy
127,396
+61,388
+93% +$2.85M 0.01% 1313
2022
Q1 		$3.24M Sell
66,008
-47,310
-42% -$2.29M ﹤0.01% 1702
2021
Q4 		$5.82M Buy
113,318
+70,735
+166% +$3.49M ﹤0.01% 1363
2021
Q3 		$1.99M Sell
42,583
-23,014
-35% -$1.11M ﹤0.01% 2054
2021
Q2 		$3.07M Buy
65,597
+27,069
+70% +$1.24M ﹤0.01% 1670
2021
Q1 		$1.69M Sell
38,528
-296
-0.8% -$12.6K ﹤0.01% 1964
2020
Q4 		$1.64M Buy
38,824
+9,227
+31% +$375K ﹤0.01% 1804
2020
Q3 		$1.15M Buy
29,597
+6,730
+29% +$258K ﹤0.01% 1831
2020
Q2 		$829K Sell
22,867
-1,461
-6% -$50.9K ﹤0.01% 1981
2020
Q1 		$752K Buy
24,328
+2,599
+12% +$94.9K ﹤0.01% 1818
2019
Q4 		$831K Buy
21,729
+6,287
+41% +$233K ﹤0.01% 1974
2019
Q3 		$565K Buy
15,442
+150
+1% +$5.44K ﹤0.01% 2170
2019
Q2 		$545K Buy
+15,292
New +$528K ﹤0.01% 2218

Other funds holding INCE

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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 $605M AUM 28.64% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial's INCE Position: Q1 2026 in Review

LPL Financial increased its Franklin Income Equity Focus ETF (INCE) stake by 13% in Q1 2026, buying an estimated $3.1M and bringing the position to 409,282 shares worth $26.5M. The position accounts for 0.01% of the portfolio, ranked #1288.

LPL Financial first reported a position in INCE in Q2 2019 and has held it in 28 quarters since. 42 funds tracked by Wall St. Rank hold INCE as of Q1 2026.

  • LPL Financial held 409,282 shares of Franklin Income Equity Focus ETF worth $26.5M as of Q1 2026.
  • LPL Financial bought 47,722 Franklin Income Equity Focus ETF shares in Q1 2026, an estimated $3.1M.
  • Franklin Income Equity Focus ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1288 holding.
  • LPL Financial first reported a position in Franklin Income Equity Focus ETF in Q2 2019 and has held it in 28 quarters since.
  • 42 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.