Raymond James Financial
INCE

Raymond James Financial’s Franklin Income Equity Focus ETF INCE Stock Holding History

Raymond James Financial’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 		$14.8M Sell
228,810
-19,598
-8% -$1.27M ﹤0.01% 1698
2025
Q4 		$15.2M Buy
248,408
+23,593
+10% +$1.41M ﹤0.01% 1638
2025
Q3 		$13.3M Buy
224,815
+29,559
+15% +$1.74M ﹤0.01% 1702
2025
Q2 		$11.2M Buy
195,256
+36,832
+23% +$2.02M ﹤0.01% 1775
2025
Q1 		$8.9M Buy
158,424
+9,909
+7% +$563K ﹤0.01% 1900
2024
Q4 		$8.23M Buy
+148,515
New +$8.6M ﹤0.01% 1992

Other funds holding INCE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $18.1B AUM 24.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $1.5B AUM 22.75% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial's INCE Position: Q1 2026 in Review

Raymond James Financial reduced its Franklin Income Equity Focus ETF (INCE) stake by 7.9% in Q1 2026, selling an estimated $1.27M and leaving 228,810 shares worth $14.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

Raymond James Financial first reported a position in INCE in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.2M in Q4 2025. 42 funds tracked by Wall St. Rank hold INCE as of Q1 2026.

  • Raymond James Financial held 228,810 shares of Franklin Income Equity Focus ETF worth $14.8M as of Q1 2026.
  • Raymond James Financial sold 19,598 Franklin Income Equity Focus ETF shares in Q1 2026, an estimated $1.27M.
  • Franklin Income Equity Focus ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1698 holding.
  • Raymond James Financial first reported a position in Franklin Income Equity Focus ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Franklin Income Equity Focus ETF position peaked at $15.2M in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.