World Investment Advisors’s Franklin Income Equity Focus ETF INCE Stock Holding History

World Investment 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
2026 Q1	$216K	Buy	+3,338	New	+$216K	﹤0.01%	1457

Other funds holding INCE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

World Investment Advisors's INCE Position: Q1 2026 in Review

World Investment Advisors opened a new position in Franklin Income Equity Focus ETF (INCE) in Q1 2026: 3,338 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1457 among its holdings.

42 funds tracked by Wall St. Rank hold INCE as of Q1 2026.

World Investment Advisors held 3,338 shares of Franklin Income Equity Focus ETF worth $216K as of Q1 2026.
Franklin Income Equity Focus ETF was a new World Investment Advisors position in Q1 2026.
Franklin Income Equity Focus ETF made up ﹤0.01% of World Investment Advisors's portfolio in Q1 2026, its #1457 holding.
42 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.