Mariner Independent Advisor Network’s Franklin Income Equity Focus ETF INCE Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$762K	Buy	18,348 +3,042	+20%	+$139K	0.03%	419
2022 Q2	$686K	Buy	15,306 +5,179	+51%	+$240K	0.03%	427
2022 Q1	$498K	Buy	+10,127	New	+$490K	0.02%	442

Other funds holding INCE

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Mariner Independent Advisor Network's INCE Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Franklin Income Equity Focus ETF (INCE) stake by 20% in Q3 2022, buying an estimated $139K and bringing the position to 18,348 shares worth $762K. The position accounts for 0.03% of the portfolio, ranked #419.

Mariner Independent Advisor Network first reported a position in INCE in Q1 2022 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold INCE as of Q3 2022.

Mariner Independent Advisor Network held 18,348 shares of Franklin Income Equity Focus ETF worth $762K as of Q3 2022.
Mariner Independent Advisor Network bought 3,042 Franklin Income Equity Focus ETF shares in Q3 2022, an estimated $139K.
Franklin Income Equity Focus ETF made up 0.03% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #419 holding.
Mariner Independent Advisor Network first reported a position in Franklin Income Equity Focus ETF in Q1 2022 and has held it in 3 quarters since.
35 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.