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
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 $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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NFP Retirement Inc's INCE Position: Q1 2026 in Review

NFP Retirement Inc increased its Franklin Income Equity Focus ETF (INCE) stake by 4.1% in Q1 2026, buying an estimated $33.7K and bringing the position to 13,130 shares worth $849K. 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 13 quarters since. 42 funds tracked by Wall St. Rank hold INCE as of Q1 2026.

  • NFP Retirement Inc held 13,130 shares of Franklin Income Equity Focus ETF worth $849K as of Q1 2026.
  • NFP Retirement Inc bought 519 Franklin Income Equity Focus ETF shares in Q1 2026, an estimated $33.7K.
  • Franklin Income Equity Focus ETF made up 0.05% of NFP Retirement Inc's portfolio in Q1 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 13 quarters since.
  • 42 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.