UMB Private Wealth Management’s Franklin Income Equity Focus ETF INCE Stock Holding History

UMB Private Wealth 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	$54.2K	Buy	+826	New	+$56.3K	0.05%	181

Other funds holding INCE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

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

Fortis Group Advisors Westwood, New Jersey $623M AUM 25.42% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 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

UMB Private Wealth Management's INCE Position: Q3 2026 in Review

UMB Private Wealth Management opened a new position in Franklin Income Equity Focus ETF (INCE) in Q3 2026: 826 shares worth $54.2K. The stake represents 0.05% of the portfolio and ranks #181 among its holdings.

26 funds tracked by Wall St. Rank hold INCE as of Q3 2026.

UMB Private Wealth Management held 826 shares of Franklin Income Equity Focus ETF worth $54.2K as of Q3 2026.
Franklin Income Equity Focus ETF was a new UMB Private Wealth Management position in Q3 2026.
Franklin Income Equity Focus ETF made up 0.05% of UMB Private Wealth Management's portfolio in Q3 2026, its #181 holding.
26 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q3 2026.

Based on UMB Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.