UBS Group
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UBS Group’s Franklin Income Equity Focus ETF INCE Stock Holding History

UBS Group’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
Q4 		– Sell
-94
Closed -$5.57K – 11337
2025
Q3 		$5.57K Buy
+94
New +$5.52K ﹤0.01% 8855
2025
Q2 		– Sell
-2,835
Closed -$159K – 10983
2025
Q1 		$159K Sell
2,835
-6,330
-69% -$360K ﹤0.01% 6706
2024
Q4 		$508K Buy
9,165
+9,066
+9,158% +$525K ﹤0.01% 5825
2024
Q3 		$5.76K Buy
+99
New +$5.54K ﹤0.01% 8030
2024
Q2 		– Sell
-3
Closed -$164 – 10232
2024
Q1 		$164 Sell
3
-165
-98% -$8.71K ﹤0.01% 8765
2023
Q4 		$8.68K Buy
168
+52
+45% +$2.54K ﹤0.01% 7535
2023
Q3 		$5.5K Sell
116
-43
-27% -$2.12K ﹤0.01% 7365
2023
Q2 		$7.78K Buy
159
+105
+194% +$4.98K ﹤0.01% 7272
2023
Q1 		$2.54K Sell
54
-139
-72% -$6.49K ﹤0.01% 8493
2022
Q4 		$8.92K Buy
193
+159
+468% +$7.23K ﹤0.01% 8710
2022
Q3 		$1K Sell
34
-412
-92% -$18.8K ﹤0.01% 10061
2022
Q2 		$20K Buy
446
+186
+72% +$8.62K ﹤0.01% 6890
2022
Q1 		$13K Buy
+260
New +$12.6K ﹤0.01% 8085
2021
Q2 		– Sell
-213
Closed -$9K – 9902
2021
Q1 		$9K Hold
213
– – ﹤0.01% 8026
2020
Q4 		$9K Buy
+213
New +$8.65K ﹤0.01% 7581
2019
Q2 		– Sell
-8
Closed – – 8213
2019
Q1 		$0 Buy
8
+5
+167% +$160 ﹤0.01% 8248
2018
Q4 		$0 Sell
3
-1,520
-100% -$47.6K ﹤0.01% 8357
2018
Q3 		$50K Buy
+1,523
New +$49.4K ﹤0.01% 6164

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
UMB Bank
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group's INCE Position: Q4 2025 in Review

UBS Group sold out of Franklin Income Equity Focus ETF (INCE) in Q4 2025, closing a stake of 94 shares — an estimated $5.57K sold.

UBS Group first reported a position in INCE in Q3 2018 and held it in 18 quarters. The position peaked at $508K in Q4 2024. 44 funds tracked by Wall St. Rank hold INCE as of Q4 2025.

  • UBS Group reported no remaining Franklin Income Equity Focus ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 94 Franklin Income Equity Focus ETF shares in Q4 2025, an estimated $5.57K.
  • UBS Group first reported a position in Franklin Income Equity Focus ETF in Q3 2018 and held it in 18 quarters.
  • UBS Group's Franklin Income Equity Focus ETF position peaked at $508K in Q4 2024.
  • 44 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.