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
Q2 		$5.63M Sell
84,442
-60,675
-42% -$4.04M 0.07% 167
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 $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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UMB Bank's INCE Position: Q2 2026 in Review

UMB Bank reduced its Franklin Income Equity Focus ETF (INCE) stake by 42% in Q2 2026, selling an estimated $4.04M and leaving 84,442 shares worth $5.63M. The position accounts for 0.07% of the portfolio, ranked #167.

UMB Bank first reported a position in INCE in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.3M in Q4 2025. 44 funds tracked by Wall St. Rank hold INCE as of Q2 2026.

  • UMB Bank held 84,442 shares of Franklin Income Equity Focus ETF worth $5.63M as of Q2 2026.
  • UMB Bank sold 60,675 Franklin Income Equity Focus ETF shares in Q2 2026, an estimated $4.04M.
  • Franklin Income Equity Focus ETF made up 0.07% of UMB Bank's portfolio in Q2 2026, its #167 holding.
  • UMB Bank first reported a position in Franklin Income Equity Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • UMB Bank's Franklin Income Equity Focus ETF position peaked at $14.3M in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.