TCM
INCE

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
Q1 		$12.3K Sell
190
-7
-4% -$454 ﹤0.01% 1043
2025
Q4 		$12K Buy
+197
New +$11.8K ﹤0.01% 1019

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
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

Triumph Capital Management's INCE Position: Q1 2026 in Review

Triumph Capital Management reduced its Franklin Income Equity Focus ETF (INCE) stake by 3.6% in Q1 2026, selling an estimated $454 and leaving 190 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Triumph Capital Management first reported a position in INCE in Q4 2025 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold INCE as of Q1 2026.

  • Triumph Capital Management held 190 shares of Franklin Income Equity Focus ETF worth $12.3K as of Q1 2026.
  • Triumph Capital Management sold 7 Franklin Income Equity Focus ETF shares in Q1 2026, an estimated $454.
  • Franklin Income Equity Focus ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q1 2026, its #1043 holding.
  • Triumph Capital Management first reported a position in Franklin Income Equity Focus ETF in Q4 2025 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.