PS
INCE

Principal Securities’s Franklin Income Equity Focus ETF INCE Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1,641
Closed -$97.3K – 3616
2025
Q3 		$97.3K Buy
1,641
+35
+2% +$2.06K ﹤0.01% 1609
2025
Q2 		$92.3K Sell
1,606
-788
-33% -$43.3K ﹤0.01% 1581
2025
Q1 		$133K Hold
2,394
– – ﹤0.01% 1305
2024
Q4 		$133K Sell
2,394
-270
-10% -$15.6K ﹤0.01% 1305
2024
Q3 		$155K Sell
2,664
-683
-20% -$38.2K ﹤0.01% 1208
2024
Q2 		$180K Sell
3,347
-1,328
-28% -$70.8K 0.01% 1074
2024
Q1 		$256K Sell
4,675
-4,966
-52% -$262K 0.01% 921
2023
Q4 		$498K Buy
+9,641
New +$472K 0.02% 604

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Principal Securities's INCE Position: Q4 2025 in Review

Principal Securities sold out of Franklin Income Equity Focus ETF (INCE) in Q4 2025, closing a stake of 1,641 shares — an estimated $97.3K sold.

Principal Securities first reported a position in INCE in Q4 2023 and held it in 8 quarters. The position peaked at $498K in Q4 2023. 44 funds tracked by Wall St. Rank hold INCE as of Q4 2025.

  • Principal Securities reported no remaining Franklin Income Equity Focus ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,641 Franklin Income Equity Focus ETF shares in Q4 2025, an estimated $97.3K.
  • Principal Securities first reported a position in Franklin Income Equity Focus ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Franklin Income Equity Focus ETF position peaked at $498K in Q4 2023.
  • 44 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.