VHAM
INCE

Van Hulzen Asset Management’s Franklin Income Equity Focus ETF INCE Stock Holding History

Van Hulzen Asset 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
Q2 		– Sell
-5,993
Closed -$387K – 414
2026
Q1 		$387K Sell
5,993
-436
-7% -$28.3K 0.03% 259
2025
Q4 		$393K Buy
6,429
+1,600
+33% +$95.9K 0.03% 246
2025
Q3 		$286K Buy
4,829
+601
+14% +$35.3K 0.02% 273
2025
Q2 		$243K Buy
4,228
+28
+0.7% +$1.54K 0.02% 282
2025
Q1 		$236K Buy
4,200
+1,427
+51% +$81.1K 0.02% 278
2024
Q4 		$154K Buy
+2,773
New +$161K 0.01% 348

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
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 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

Van Hulzen Asset Management's INCE Position: Q2 2026 in Review

Van Hulzen Asset Management sold out of Franklin Income Equity Focus ETF (INCE) in Q2 2026, closing a stake of 5,993 shares — an estimated $387K sold.

Van Hulzen Asset Management first reported a position in INCE in Q4 2024 and held it in 6 quarters. The position peaked at $393K in Q4 2025. 44 funds tracked by Wall St. Rank hold INCE as of Q2 2026.

  • Van Hulzen Asset Management reported no remaining Franklin Income Equity Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Van Hulzen Asset Management sold 5,993 Franklin Income Equity Focus ETF shares in Q2 2026, an estimated $387K.
  • Van Hulzen Asset Management first reported a position in Franklin Income Equity Focus ETF in Q4 2024 and held it in 6 quarters.
  • Van Hulzen Asset Management's Franklin Income Equity Focus ETF position peaked at $393K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.