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
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 $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
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 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

Van Hulzen Asset Management's INCE Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its Franklin Income Equity Focus ETF (INCE) stake by 6.8% in Q1 2026, selling an estimated $28.3K and leaving 5,993 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #259.

Van Hulzen Asset Management first reported a position in INCE in Q4 2024 and has held it in 6 quarters since. The position peaked at $393K in Q4 2025. 42 funds tracked by Wall St. Rank hold INCE as of Q1 2026.

  • Van Hulzen Asset Management held 5,993 shares of Franklin Income Equity Focus ETF worth $387K as of Q1 2026.
  • Van Hulzen Asset Management sold 436 Franklin Income Equity Focus ETF shares in Q1 2026, an estimated $28.3K.
  • Franklin Income Equity Focus ETF made up 0.03% of Van Hulzen Asset Management's portfolio in Q1 2026, its #259 holding.
  • Van Hulzen Asset Management first reported a position in Franklin Income Equity Focus ETF in Q4 2024 and has held it in 6 quarters since.
  • Van Hulzen Asset Management's Franklin Income Equity Focus ETF position peaked at $393K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.