WWA
INCE

WCG Wealth Advisors’s Franklin Income Equity Focus ETF INCE Stock Holding History

WCG Wealth Advisors’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
2022
Q3 		– Sell
-7,728
Closed -$340K – 309
2022
Q2 		$340K Buy
+7,728
New +$358K 0.05% 197

Other funds holding INCE

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

WCG Wealth Advisors's INCE Position: Q3 2022 in Review

WCG Wealth Advisors sold out of Franklin Income Equity Focus ETF (INCE) in Q3 2022, closing a stake of 7,728 shares — an estimated $340K sold.

WCG Wealth Advisors first reported a position in INCE in Q2 2022 and held it in 1 quarter. The position peaked at $340K in Q2 2022. 35 funds tracked by Wall St. Rank hold INCE as of Q3 2022.

  • WCG Wealth Advisors reported no remaining Franklin Income Equity Focus ETF position as of Q3 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 7,728 Franklin Income Equity Focus ETF shares in Q3 2022, an estimated $340K.
  • WCG Wealth Advisors first reported a position in Franklin Income Equity Focus ETF in Q2 2022 and held it in 1 quarter.
  • WCG Wealth Advisors's Franklin Income Equity Focus ETF position peaked at $340K in Q2 2022.
  • 35 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q3 2022.

Based on WCG Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.