Triumph Capital Management’s Franklin Income Equity Focus ETF INCE Stock Holding History

Triumph Capital Management’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 Q3	$13K	Buy	198 +8	+4%	+$545	﹤0.01%	1122
2026 Q2	$12.7K	Hold	190	–	–	﹤0.01%	1090
2026 Q1	$12.4K	Sell	190 -7	-4%	-$454	﹤0.01%	1043
2025 Q4	$12K	Buy	+197	New	+$11.8K	﹤0.01%	1019

Other funds holding INCE

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fedenia Advisers Madison, Wisconsin $425M AUM 89.76% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Triumph Capital Management's INCE Position: Q3 2026 in Review

Triumph Capital Management increased its Franklin Income Equity Focus ETF (INCE) stake by 4.2% in Q3 2026, buying an estimated $545 and bringing the position to 198 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Triumph Capital Management first reported a position in INCE in Q4 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold INCE as of Q3 2026.

Triumph Capital Management held 198 shares of Franklin Income Equity Focus ETF worth $13K as of Q3 2026.
Triumph Capital Management bought 8 Franklin Income Equity Focus ETF shares in Q3 2026, an estimated $545.
Franklin Income Equity Focus ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1122 holding.
Triumph Capital Management first reported a position in Franklin Income Equity Focus ETF in Q4 2025 and has held it in 4 quarters since.
13 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.