MML Investors Services
INCE

MML Investors Services’s Franklin Income Equity Focus ETF INCE Stock Holding History

MML Investors Services’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
2023
Q4 		– Sell
-8,279
Closed -$393K – 2519
2023
Q3 		$393K Sell
8,279
-5,132
-38% -$253K ﹤0.01% 1770
2023
Q2 		$657K Buy
13,411
+1,697
+14% +$80.5K ﹤0.01% 1467
2023
Q1 		$552K Sell
11,714
-1,516
-11% -$70.8K ﹤0.01% 1362
2022
Q4 		$611K Buy
13,230
+1,244
+10% +$56.6K ﹤0.01% 1401
2022
Q3 		$498K Buy
11,986
+802
+7% +$36.7K ﹤0.01% 1426
2022
Q2 		$492K Sell
11,184
-59
-0.5% -$2.74K ﹤0.01% 1413
2022
Q1 		$553K Sell
11,243
-3,607
-24% -$174K ﹤0.01% 1406
2021
Q4 		$763K Sell
14,850
-126,351
-89% -$6.23M 0.01% 1189
2021
Q3 		$6.59M Buy
141,201
+5,872
+4% +$283K 0.05% 340
2021
Q2 		$6.34M Buy
135,329
+8,557
+7% +$392K 0.05% 343
2021
Q1 		$5.55M Buy
126,772
+10,959
+9% +$466K 0.05% 339
2020
Q4 		$4.9M Buy
115,813
+6,305
+6% +$256K 0.05% 322
2020
Q3 		$4.26M Buy
109,508
+5,493
+5% +$211K 0.05% 302
2020
Q2 		$3.77M Buy
104,015
+2,547
+3% +$88.7K 0.05% 319
2020
Q1 		$3.14M Buy
+101,468
New +$3.71M 0.05% 304

Other funds holding INCE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

MML Investors Services's INCE Position: Q4 2023 in Review

MML Investors Services sold out of Franklin Income Equity Focus ETF (INCE) in Q4 2023, closing a stake of 8,279 shares — an estimated $393K sold.

MML Investors Services first reported a position in INCE in Q1 2020 and held it in 15 quarters. The position peaked at $6.59M in Q3 2021. 39 funds tracked by Wall St. Rank hold INCE as of Q4 2023.

  • MML Investors Services reported no remaining Franklin Income Equity Focus ETF position as of Q4 2023 after selling out during the quarter.
  • MML Investors Services sold 8,279 Franklin Income Equity Focus ETF shares in Q4 2023, an estimated $393K.
  • MML Investors Services first reported a position in Franklin Income Equity Focus ETF in Q1 2020 and held it in 15 quarters.
  • MML Investors Services's Franklin Income Equity Focus ETF position peaked at $6.59M in Q3 2021.
  • 39 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q4 2023.

Based on MML Investors Services's 13F filing for Q4 2023, filed 14 Feb 2024.