NFP Retirement Inc’s Franklin Income Equity Focus ETF INCE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$683K Buy
11,888
+2,918
+33% +$168K 0.05% 164
2025
Q1
$504K Buy
8,970
+2,560
+40% +$144K 0.04% 183
2024
Q4
$355K Buy
6,410
+70
+1% +$3.88K 0.03% 220
2024
Q3
$369K Buy
6,340
+223
+4% +$13K 0.03% 216
2024
Q2
$329K Hold
6,117
0.03% 220
2024
Q1
$334K Buy
6,117
+149
+2% +$8.14K 0.03% 220
2023
Q4
$308K Buy
5,968
+46
+0.8% +$2.38K 0.05% 184
2023
Q3
$281K Buy
5,922
+69
+1% +$3.27K 0.05% 187
2023
Q2
$287K Buy
5,853
+145
+3% +$7.1K 0.05% 186
2023
Q1
$269K Buy
+5,708
New +$269K 0.05% 200