OPS
INCE

Orion Portfolio Solutions’s Franklin Income Equity Focus ETF INCE Stock Holding History

Orion Portfolio Solutions’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
2020
Q2 		– Sell
-58
Closed -$2K – 2498
2020
Q1 		$2K Buy
+58
New +$2.12K ﹤0.01% 1643

Other funds holding INCE

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Orion Portfolio Solutions's INCE Position: Q2 2020 in Review

Orion Portfolio Solutions sold out of Franklin Income Equity Focus ETF (INCE) in Q2 2020, closing a stake of 58 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in INCE in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 23 funds tracked by Wall St. Rank hold INCE as of Q2 2020.

  • Orion Portfolio Solutions reported no remaining Franklin Income Equity Focus ETF position as of Q2 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 58 Franklin Income Equity Focus ETF shares in Q2 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in Franklin Income Equity Focus ETF in Q1 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Franklin Income Equity Focus ETF position peaked at $2K in Q1 2020.
  • 23 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q2 2020.

Based on Orion Portfolio Solutions's 13F filing for Q2 2020, filed 13 Aug 2020.