MCC
INCE

Money Concepts Capital’s Franklin Income Equity Focus ETF INCE Stock Holding History

Money Concepts Capital’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 		$337K Hold
5,215
– – 0.02% 445
2025
Q4 		$319K Sell
5,215
-24
-0.5% -$1.44K 0.02% 417
2025
Q3 		$311K Hold
5,239
– – 0.02% 388
2025
Q2 		$301K Hold
5,239
– – 0.02% 373
2025
Q1 		$294K Hold
5,239
– – 0.02% 357
2024
Q4 		$290K Hold
5,239
– – 0.02% 351
2024
Q3 		$305K Hold
5,239
– – 0.02% 347
2024
Q2 		$282K Sell
5,239
-120
-2% -$6.4K 0.02% 335
2024
Q1 		$293K Sell
5,359
-184
-3% -$9.71K 0.03% 336
2023
Q4 		$286K Sell
5,543
-113
-2% -$5.53K 0.03% 337
2023
Q3 		$268K Sell
5,656
-190,191
-97% -$9.36M 0.03% 306
2023
Q2 		$9.59M Buy
195,847
+178,940
+1,058% +$8.48M 0.98% 26
2023
Q1 		$1.21M Sell
16,907
-202,180
-92% -$9.44M 0.07% 196
2022
Q4 		$10.1M Sell
219,087
-344
-0.2% -$15.6K 0.45% 53
2022
Q3 		$9.12M Buy
219,431
+15,505
+8% +$709K 0.54% 46
2022
Q2 		$9.06M Sell
203,926
-5,167
-2% -$240K 0.81% 22
2022
Q1 		$10.3M Buy
209,093
+52,986
+34% +$2.56M 0.58% 35
2021
Q4 		$8.02M Buy
+156,107
New +$7.69M 0.68% 32
2021
Q1 		$5.73M Buy
130,881
+901
+0.7% +$38.3K 0.46% 58
2020
Q4 		$5.5M Buy
+129,980
New +$5.28M 0.51% 52

Other funds holding INCE

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

Money Concepts Capital's INCE Position: Q1 2026 in Review

Money Concepts Capital held its Franklin Income Equity Focus ETF (INCE) position steady in Q1 2026 at 5,215 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #445.

Money Concepts Capital first reported a position in INCE in Q4 2020 and has held it in 20 quarters since. The position peaked at $10.3M in Q1 2022. 42 funds tracked by Wall St. Rank hold INCE as of Q1 2026.

  • Money Concepts Capital held 5,215 shares of Franklin Income Equity Focus ETF worth $337K as of Q1 2026.
  • Money Concepts Capital left its Franklin Income Equity Focus ETF share count unchanged in Q1 2026.
  • Franklin Income Equity Focus ETF made up 0.02% of Money Concepts Capital's portfolio in Q1 2026, its #445 holding.
  • Money Concepts Capital first reported a position in Franklin Income Equity Focus ETF in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's Franklin Income Equity Focus ETF position peaked at $10.3M in Q1 2022.
  • 42 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.