UB
INCE

UMB Bank’s Franklin Income Equity Focus ETF INCE Stock Holding History

UMB Bank’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 		$9.38M Sell
145,117
-88,699
-38% -$5.75M 0.13% 123
2025
Q4 		$14.3M Buy
+233,816
New +$14M 0.19% 99

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UMB Bank's INCE Position: Q1 2026 in Review

UMB Bank reduced its Franklin Income Equity Focus ETF (INCE) stake by 38% in Q1 2026, selling an estimated $5.75M and leaving 145,117 shares worth $9.38M. The position accounts for 0.13% of the portfolio, ranked #123.

UMB Bank first reported a position in INCE in Q4 2025 and has held it in 2 quarters since. The position peaked at $14.3M in Q4 2025. 42 funds tracked by Wall St. Rank hold INCE as of Q1 2026.

  • UMB Bank held 145,117 shares of Franklin Income Equity Focus ETF worth $9.38M as of Q1 2026.
  • UMB Bank sold 88,699 Franklin Income Equity Focus ETF shares in Q1 2026, an estimated $5.75M.
  • Franklin Income Equity Focus ETF made up 0.13% of UMB Bank's portfolio in Q1 2026, its #123 holding.
  • UMB Bank first reported a position in Franklin Income Equity Focus ETF in Q4 2025 and has held it in 2 quarters since.
  • UMB Bank's Franklin Income Equity Focus ETF position peaked at $14.3M in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.