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
2026
Q2 		$20K Buy
+300
New +$20K ﹤0.01% 817
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 $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $1.82B AUM 16.11% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Silver Oak Securities's INCE Position: Q2 2026 in Review

Silver Oak Securities opened a new position in Franklin Income Equity Focus ETF (INCE) in Q2 2026: 300 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #817 among its holdings. This is a return to the name: Silver Oak Securities previously reported a position in INCE as recently as Q4 2024.

Silver Oak Securities first reported a position in INCE in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.5M in Q4 2024. 44 funds tracked by Wall St. Rank hold INCE as of Q2 2026.

  • Silver Oak Securities held 300 shares of Franklin Income Equity Focus ETF worth $20K as of Q2 2026.
  • Franklin Income Equity Focus ETF was a new Silver Oak Securities position in Q2 2026.
  • Franklin Income Equity Focus ETF made up ﹤0.01% of Silver Oak Securities's portfolio in Q2 2026, its #817 holding.
  • Silver Oak Securities first reported a position in Franklin Income Equity Focus ETF in Q3 2024 and has held it in 3 quarters since.
  • Silver Oak Securities's Franklin Income Equity Focus ETF position peaked at $1.5M in Q4 2024.
  • 44 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.