PFGIA
INCE

Patriot Financial Group Insurance Agency’s Franklin Income Equity Focus ETF INCE Stock Holding History

Patriot Financial Group Insurance Agency’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
2021
Q2 		– Sell
-345
Closed -$8K – 2172
2021
Q1 		$8K Buy
345
+120
+53% +$5.1K ﹤0.01% 1445
2020
Q4 		$6K Buy
+225
New +$9.14K ﹤0.01% 1401

Other funds holding INCE

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Patriot Financial Group Insurance Agency's INCE Position: Q2 2021 in Review

Patriot Financial Group Insurance Agency sold out of Franklin Income Equity Focus ETF (INCE) in Q2 2021, closing a stake of 345 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in INCE in Q4 2020 and held it in 2 quarters. The position peaked at $8K in Q1 2021. 26 funds tracked by Wall St. Rank hold INCE as of Q2 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Franklin Income Equity Focus ETF position as of Q2 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 345 Franklin Income Equity Focus ETF shares in Q2 2021, an estimated $8K.
  • Patriot Financial Group Insurance Agency first reported a position in Franklin Income Equity Focus ETF in Q4 2020 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Franklin Income Equity Focus ETF position peaked at $8K in Q1 2021.
  • 26 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q2 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2021, filed 30 Jul 2021.