T
INCE

Tidemark’s Franklin Income Equity Focus ETF INCE Stock Holding History

Tidemark’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 		$160K Hold
2,481
– – 0.04% 159
2025
Q4 		$152K Hold
2,481
– – 0.04% 144
2025
Q3 		$147K Hold
2,481
– – 0.04% 155
2025
Q2 		$143K Buy
2,481
+19
+0.8% +$1.04K 0.05% 148
2025
Q1 		$138K Hold
2,462
– – 0.05% 144
2024
Q4 		$136K Buy
2,462
+21
+0.9% +$1.22K 0.05% 149
2024
Q3 		$142K Sell
2,441
-119
-5% -$6.66K 0.06% 136
2024
Q2 		$138K Sell
2,560
-225
-8% -$12K 0.06% 133
2024
Q1 		$152K Sell
2,785
-5,711
-67% -$302K 0.08% 141
2023
Q4 		$439K Buy
+8,496
New +$416K 0.27% 67

Other funds holding INCE

LPL Financial
LPL Financial San Diego, California $376B 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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 $1.37B AUM 19.43% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return