Security Financial Services’s Franklin Income Equity Focus ETF INCE Stock Holding History

Security Financial Services’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 Q2	–	Sell	-10,780	Closed	-$606K	–	188
2025 Q1	$606K	Buy	+10,780	New	+$613K	0.12%	95

Other funds holding INCE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Security Financial Services's INCE Position: Q2 2025 in Review

Security Financial Services sold out of Franklin Income Equity Focus ETF (INCE) in Q2 2025, closing a stake of 10,780 shares — an estimated $606K sold.

Security Financial Services first reported a position in INCE in Q1 2025 and held it in 1 quarter. The position peaked at $606K in Q1 2025. 41 funds tracked by Wall St. Rank hold INCE as of Q2 2025.

Security Financial Services reported no remaining Franklin Income Equity Focus ETF position as of Q2 2025 after selling out during the quarter.
Security Financial Services sold 10,780 Franklin Income Equity Focus ETF shares in Q2 2025, an estimated $606K.
Security Financial Services first reported a position in Franklin Income Equity Focus ETF in Q1 2025 and held it in 1 quarter.
Security Financial Services's Franklin Income Equity Focus ETF position peaked at $606K in Q1 2025.
41 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q2 2025.

Based on Security Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.