SOS
INCE

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

Silver Oak 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
Q1 		– Sell
-26,980
Closed -$1.5M – 722
2024
Q4 		$1.5M Buy
26,980
+1,401
+5% +$81.2K 0.14% 155
2024
Q3 		$1.49M Buy
+25,579
New +$1.43M 0.16% 142

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return

Silver Oak Securities's INCE Position: Q1 2025 in Review

Silver Oak Securities sold out of Franklin Income Equity Focus ETF (INCE) in Q1 2025, closing a stake of 26,980 shares — an estimated $1.5M sold.

Silver Oak Securities first reported a position in INCE in Q3 2024 and held it in 2 quarters. The position peaked at $1.5M in Q4 2024. 42 funds tracked by Wall St. Rank hold INCE as of Q1 2025.

  • Silver Oak Securities reported no remaining Franklin Income Equity Focus ETF position as of Q1 2025 after selling out during the quarter.
  • Silver Oak Securities sold 26,980 Franklin Income Equity Focus ETF shares in Q1 2025, an estimated $1.5M.
  • Silver Oak Securities first reported a position in Franklin Income Equity Focus ETF in Q3 2024 and held it in 2 quarters.
  • Silver Oak Securities's Franklin Income Equity Focus ETF position peaked at $1.5M in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q1 2025.

Based on Silver Oak Securities's 13F filing for Q1 2025, filed 21 Apr 2025.