NRI
INCE

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

NFP Retirement Inc’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
Q2 		$913K Buy
13,707
+577
+4% +$38.5K 0.05% 152
2026
Q1 		$849K Buy
13,130
+519
+4% +$33.7K 0.05% 152
2025
Q4 		$770K Buy
12,611
+431
+4% +$25.8K 0.05% 159
2025
Q3 		$722K Buy
12,180
+292
+2% +$17.2K 0.05% 161
2025
Q2 		$683K Buy
11,888
+2,918
+33% +$160K 0.05% 164
2025
Q1 		$504K Buy
8,970
+2,560
+40% +$146K 0.04% 183
2024
Q4 		$355K Buy
6,410
+70
+1% +$4.05K 0.03% 220
2024
Q3 		$369K Buy
6,340
+223
+4% +$12.5K 0.03% 216
2024
Q2 		$329K Hold
6,117
– – 0.03% 220
2024
Q1 		$334K Buy
6,117
+149
+2% +$7.87K 0.03% 220
2023
Q4 		$308K Buy
5,968
+46
+0.8% +$2.25K 0.05% 184
2023
Q3 		$281K Buy
5,922
+69
+1% +$3.4K 0.05% 187
2023
Q2 		$287K Buy
5,853
+145
+3% +$6.87K 0.05% 186
2023
Q1 		$269K Buy
+5,708
New +$266K 0.05% 200

Other funds holding INCE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFP Retirement Inc's INCE Position: Q2 2026 in Review

NFP Retirement Inc increased its Franklin Income Equity Focus ETF (INCE) stake by 4.4% in Q2 2026, buying an estimated $38.5K and bringing the position to 13,707 shares worth $913K. The position accounts for 0.05% of the portfolio, ranked #152.

NFP Retirement Inc first reported a position in INCE in Q1 2023 and has held it in 14 quarters since. 44 funds tracked by Wall St. Rank hold INCE as of Q2 2026.

  • NFP Retirement Inc held 13,707 shares of Franklin Income Equity Focus ETF worth $913K as of Q2 2026.
  • NFP Retirement Inc bought 577 Franklin Income Equity Focus ETF shares in Q2 2026, an estimated $38.5K.
  • Franklin Income Equity Focus ETF made up 0.05% of NFP Retirement Inc's portfolio in Q2 2026, its #152 holding.
  • NFP Retirement Inc first reported a position in Franklin Income Equity Focus ETF in Q1 2023 and has held it in 14 quarters since.
  • 44 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.