Morgan Stanley’s Franklin Income Equity Focus ETF INCE Stock Holding History

Morgan Stanley’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	$3.56K	Sell	55 -4,600	-99%	-$298K	﹤0.01%	7220
2025 Q4	$284K	Buy	4,655 +4,580	+6,107%	+$274K	﹤0.01%	5778
2025 Q3	$4.45K	Hold	75	–	–	﹤0.01%	7121
2025 Q2	$4.31K	Hold	75	–	–	﹤0.01%	7072
2025 Q1	$4.21K	Hold	75	–	–	﹤0.01%	7024
2024 Q4	$4.16K	Buy	+75	New	+$4.34K	﹤0.01%	7051
2024 Q3	–	Sell	-1	Closed	-$85	–	8044
2024 Q2	$85	Hold	1	–	–	﹤0.01%	7383
2024 Q1	$80	Buy	+1	New	+$53	﹤0.01%	7399
2023 Q2	–	Sell	-473	Closed	-$22.3K	–	7708
2023 Q1	$22.3K	Hold	473	–	–	﹤0.01%	6586
2022 Q4	$21.9K	Hold	473	–	–	﹤0.01%	6656
2022 Q3	$20K	Sell	473 -135	-22%	-$6.17K	﹤0.01%	6801
2022 Q2	$27K	Buy	608 +135	+29%	+$6.26K	﹤0.01%	6876
2022 Q1	$23K	Hold	473	–	–	﹤0.01%	7096
2021 Q4	$24K	Hold	473	–	–	﹤0.01%	7147
2021 Q3	$22K	Sell	473 -517	-52%	-$24.9K	﹤0.01%	7063
2021 Q2	$46K	Hold	990	–	–	﹤0.01%	6704
2021 Q1	$43K	Buy	+990	New	+$42.1K	﹤0.01%	6416

Other funds holding INCE

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Morgan Stanley's INCE Position: Q1 2026 in Review

Morgan Stanley reduced its Franklin Income Equity Focus ETF (INCE) stake by 99% in Q1 2026, selling an estimated $298K and leaving 55 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #7220.

Morgan Stanley first reported a position in INCE in Q1 2021 and has held it in 17 quarters since. The position peaked at $284K in Q4 2025. 42 funds tracked by Wall St. Rank hold INCE as of Q1 2026.

Morgan Stanley held 55 shares of Franklin Income Equity Focus ETF worth $3.56K as of Q1 2026.
Morgan Stanley sold 4,600 Franklin Income Equity Focus ETF shares in Q1 2026, an estimated $298K.
Franklin Income Equity Focus ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7220 holding.
Morgan Stanley first reported a position in Franklin Income Equity Focus ETF in Q1 2021 and has held it in 17 quarters since.
Morgan Stanley's Franklin Income Equity Focus ETF position peaked at $284K in Q4 2025.
42 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.